New Client Survey The Living Balance Sheet®: For Your Life from The Living Balance Sheet® on Vimeo. *The information that you are about to send will be sent through a secure sever to ensure your privacy and protection. We do not sell, rent, trade, license or otherwise disclose your personal information or financial information to any outside third parties. This receipt hereby acknowledges that the above listed personal financial information has been provided to Horizon Planning Group. It is agreed that all information provided will be safeguarded and returned after analysis has been completed.