BFG features
The Living Balance Sheet®
The challenge of keeping pace with an ever-changing landscape can be difficult as personal financial information rests scattered among multiple advisors, institutions and accounts.
 Consumers can become confused and frustrated as they attempt to properly arrange the pieces in their financial puzzle. What's missing is a single platform or “home base” which provides organization and easy access to a complete financial picture.
With The Living Balance Sheet®, BFG delivers your entire financial picture on your own personal and secure website, available anytime you want it, from anywhere in the world.
Traditional balance sheets help determine net worth by subtracting liabilities from assets. What makes The Living Balance Sheet different and potentially very beneficial is the addition of Protection and Cash Flow analysis into the same view
By monitoring changes in assets, liabilities and cash flow, The Living Balance Sheet may improve overall performance, minimize the impact of debt and taxes, and enhance your lifestyle. It will help you maintain optimal protection against unexpected life events.
BFG clients can:
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Document and analyze the current situation |
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Define risks, goals and visions |
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Identify roadblocks and opportunities |
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Design strategies to remove/minimize obstacles |
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Use professional assistance to implement the strategy |
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Measure the results regularly and adjust when necessary |
This holistic approach will help you achieve and maintain a new level of 'financial balance', which is one of the benefits of The Living Balance Sheet®
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Aggregation
Financial accounts you establish are aggregated daily from thousands of financial institutions, providing a consolidated view of recent changes. |
The Vault
A highly secured storage facility, stores and protects valuable copies of personal documents, irreplaceable photos, videos and family histories. The Vault provides an online "safe deposit box" accessible from anywhere in the world with internet access anytime. |
State-of-the-art Security
The security of your data is our top priority, that's why we offer a system with the technology and processes to protect your data 24 hours a day, 7 days a week.
We combine world-class technology, with the best data storage facilities and lockdown privacy, to bring you a system where you can have peace of mind.
All of your financial information is secure and protected. Unlike online banking, online shopping or bill paying where money can be moved, The Living Balance Sheet is non-transactional.
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