Living Balance Sheet® Services

What Is It?

More often a person has all their records in order, but they may still be financially disorganized. Many people take a classified approach to making financial decisions, giving each decision separately as if it had no effect on other areas of their finances. They don’t look at the big picture and don’t see as balance sheet snapshot like Living Balance Sheet.

The consequence is that they end up with strategies at odds with one another financial issues and fail to create a positive overall impact.

My Approach

A key factor that sets The Living Balance Sheet® to one side: you are never left on your own to figure things out. Once again, it’s not the number for numbers sake, it’s the story the numbers are telling you.

Part of the solution is working with a financial trained professional at your local specially Bay Area and Northern California to help you gain understandings and take action that creates outcomes to build your wealth and get what you want out of life. A Good Life for the Rest of Your Life

How It Works

Optimizing the financial strategies of your over planning is one of the most powerful things you can do to secure life- long financial sufficiency and your legacy. Furthermore, we work with owners at all stages of the business lifecycle in Bay Area and Northern California region, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.

Check the sample picture on the right side.

Our Mission

We run a Multi-functional (aka IFS Team or Insurance & Financial Services Team) which means we have accountants, bookkeepers, tax preparers, attorneys, investment advisors, wealth managers, business lenders, and insurance agents all under one roof working collaboratively for clients at Bay Area and Northern CA mostly for Persian community. This has given us the exclusive capacity to help other advisors take the same concepts of a teamwork and apply them to the other advisors without any conflict of interest. Our Mission is to lead the industry in our Persian as well as Farsi speaking communities at Bay Area northern California first and whole US next towards virtual, collaborative, and complete insurance and financial planning, which is much bigger than we can accomplish on our own.

Still Have Questions?