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Our Process

An Uncommon Approach to Financial Decision Making

The Living Balance Sheet®
Transforming how you look at your wealth, available exclusively to Guardian clients.

The Living Balance Sheet® is an electronic wealth organizational platform designed to help you take appropriate actions to achieve your desired results, which provides:

  • Clarity in the planning process
  • Four interdependent financial domains of Protection, Assets, Liabilities and Cash Flow
  • A personal secure web site
  • Account aggregation with over 6,000 financial institutions
  • Automated alerts and alarms
  • Secure online Vault to store copies of important personal documents, audio, and videos

Revolutionary technology and insight you haven’t heard before.

Wealth building is a process of both art and science that demands the integration and coordination of many factors that can be influenced by economic, tax and market considerations. Our specialized methodology provides a holistic approach that helps our clients consider their life’s goals and values and then make intelligent decisions regarding the best use of their money.