As an authorized user of The Living Balance Sheet® which provides a platform that covers all facets of personal finance (i.e. offense and defense), with an encrypted website to organize and track all these moving parts in a simple yet detailed format. The encrypted system allows for “in the cloud” storage of any and all desired information, including legal documents, investment accounts and insurance policies. The 24/7 availability is a great asset in the event of an emergency, or for complex and detailed analysis.
