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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 Opus Advisory Group 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 to stress test your current financial approach.

An important component of the yourPFO service, your Living Balance Sheet® can help you gain insight you haven’t heard before and clarity on your complete current financial picture, which when coupled with our professional experience, can allow you to make well-informed personal and business decisions and take appropriate actions to achieve your desired results.

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