Join me for a live walkthrough of your Living Balance Sheet portal and mobile app to learn how to make the most of the tools available to you.

We will cover how to:

• Link your financial accounts to keep your Living Balance Sheet current and up to date.
• Upload and organize important documents in the secure LBS Vault for easy access when you need them.
• Navigate the client portal with confidence and understand where to find key information.
• Use reports and planning tools to better visualize your financial picture and track progress over time.