Northeast Planning Corporation is an authorized user of The Living Balance Sheet®, an electronic wealth organizational platform that provides a wide-angle view of your financial world and enables us/him/her to stress test your current financial approach.
Gain insight and clarity on your complete current financial picture, which when coupled with our professional experience, will allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.
Consider NEPC
Let a NEPC Financial Representative start making your financial
life simpler today. Contact us
for a demonstration.
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 seen before
To access more information about this great platform
click here.
The Living Balance Sheet displays the financial holdings
identified by the client based upon information and valuations
provided directly by the client or by electronic feeds from
the client's financial institutions. Valuations provided by
electronic feeds reflect the most current information provided
by the financial institution as of the date and time noted,
but can reflect valuations from an earlier date and time.
