Living Balance Sheet®

Name: Living Balance Sheet®
Rating: 5 (79 reviews)
Author: Guardian Life Insurance Company of America

Finance

Only for iPhone

Free

79 Ratings
Ages

4+
Years
Category

Finance
Developer

Guardian Life Insurance Company of America
Language

EN
English
Size

45.7
MB

iPhone

Access for clients of The Living Balance Sheet® (LBS) to view your personal balance sheet, track goals, tasks, access your secure document vault and connect with your financial professional. Financial Balance® requires organization and priorities; LBS helps you stay on track.

Ratings & Reviews

5.0

out of 5

79 Ratings

Powerful tool for building wealth
04/15/2022

JeffMorrison
Stay financially organized, up-to-date, and on-top of everything about family wealth. Use with an advisor to carefully monitor accounts and project the future under different decision scenarios. This app is for the serious household who wants to combine smart principles with discipline to best deal with whatever the future may bring.
Powerful tool for building wealth
04/15/2022

JeffMorrison

Stay financially organized, up-to-date, and on-top of everything about family wealth. Use with an advisor to carefully monitor accounts and project the future under different decision scenarios. This app is for the serious household who wants to combine smart principles with discipline to best deal with whatever the future may bring.
This app is awesome! Wish it was optimized for the iPad though
03/14/2024

Zanderlex20
Having used the LBS app for a year now, it has change the way my wife and I see our money. We are constantly striving to live more in balance with our advisors advice and the app makes it so intuitive and convenient to follow. I work a lot on my iPad. It would be great if the app was optimized for the iPad’s larger screen so we can see more of the balance sheet without having to click through drop down menus. Other than that it’s absolutely amazing.
This app is awesome! Wish it was optimized for the iPad though
03/14/2024

Zanderlex20

Having used the LBS app for a year now, it has change the way my wife and I see our money. We are constantly striving to live more in balance with our advisors advice and the app makes it so intuitive and convenient to follow. I work a lot on my iPad. It would be great if the app was optimized for the iPad’s larger screen so we can see more of the balance sheet without having to click through drop down menus. Other than that it’s absolutely amazing.
Love this app!
11/12/2022

chuk_moose
This app has made working with my amazing financial advisors, Ben and Chris, an even better experience. My favorite feature is the tasks where I can keep track of to dos that Ben and Chris assign me. It makes it so easy to keep everything related to my finances organized and easy to understand. Such a game changer!
Love this app!
11/12/2022

chuk_moose

This app has made working with my amazing financial advisors, Ben and Chris, an even better experience. My favorite feature is the tasks where I can keep track of to dos that Ben and Chris assign me. It makes it so easy to keep everything related to my finances organized and easy to understand. Such a game changer!
So easy to keep track
04/04/2022

GypsyRav3n
What an intuitive approach! It is so easy to keep track of what we are doing, and how we are doing, as we work towards our goals! Love it!
So easy to keep track
04/04/2022

GypsyRav3n

What an intuitive approach! It is so easy to keep track of what we are doing, and how we are doing, as we work towards our goals! Love it!

Vault improvements Notification compaitibility changes

Version 2.6.0.144

Oct 30

Data Linked to You

The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data