The Living Balance Sheet® for Private Clients
At Opus Advisory Group, we understand that knowledge is empowerment, and that important financial decisions should not be made without understanding all of the factors that are in play. That’s why we provide a fully integrated big picture view of your complete financial makeup with the Living Balance Sheet®.

An important component of the yourPFO service, your Living Balance Sheet® is a secure, Web-based tool that provides timely and accurate reporting. The Living Balance Sheet® can integrate your personal financial information from multiple accounts, service providers and other sources. Store important copies of documents from any source in our secure online vault. Make immediate and informed financial decisions with a single access point to your financial data. Opus also offers hard copy reports on request.

yourPFO integrates your data and unites the talents of your advisory team to optimize your financial position and create harmony in your life.