The document introduces The Living Balance Sheet, a financial planning tool that helps users achieve clarity, balance, and optimization in their financial lives. It does this through a personal website that provides an at-a-glance view of a user's financial picture, helps them track finances and net worth, and stores important documents. Users work with their financial representative to design strategic solutions, test wealth building potentials, and review strategies to help them live with greater comfort, a budgeted lifestyle, and leave a personal legacy, all with interactive flexibility.