The Living Balance Sheet®
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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 the 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.
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The Living Balance Sheet®
- 1. Imagine, Design, Live The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.
- 5. Imagine … a way to simplify your life Introducing: Imagine , Design, Live
- 7. Design …a wide-angle view that works together Imagine, Design , Live
- 8. Design …your financial vision and move towards optimization Imagine, Design , Live
- 9. Design …strategic solutions working with your financial representative Imagine, Design , Live
- 10. Design …and test your wealth building potential Imagine, Design , Live
- 11. Live …with greater sense of comfort Imagine, Design, Live
- 12. Live …a budgeted lifestyle Imagine, Design, Live
- 13. Live …by leaving your own written personal legacy Imagine, Design, Live
- 14. Live …with interactive flexibility and mobility Imagine, Design, Live
- 17. Imagine, Design, Live The Living Balance Sheet is a registered mark of The Guardian Life Insurance Company of America, New York, NY.