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The Living Balance Sheet®

We endeavor to go beyond the one-time transaction that leaves people hoping for the best. Instead, we provide ongoing commitment and insight throughout your financial journey.

Get the Right Financial Advice

Get the Right Financial Advice

The typical person takes a compartmentalized approach to making financial decisions. They generally treat decisions looking for immediate satisfaction and only sometimes look at the long-term goals. Few, however, take the time to address the road they will travel to get from today to those goals. 

The result is a myriad of financial products, budget sheets, and debt that don't play nice. We consider your complete financial picture and put your financial confidence first. It’s time to get it right.

Client Centered

Our Approach to Financial Planning

A key component that sets The Living Balance Sheet® apart is that you are never left on your own to figure things out. Part of the solution is working with a financial specialist – a trained professional to help you gain insights and take action that creates results to build your wealth and get what you want out of life.

Contact us below for a complimentary business valuation!

Get Organized With Your Financials

Get Organized With Your Financials

At WestPac Wealth Partners, we use The Living Balance Sheet® to implement a unique philosophy that challenges traditional thinking and offers a new approach to financial decision making. It adheres to a proven process that helps clients see exactly what they own and what they owe, so they can gain clarity to achieve their financial goals. 

With all accounts and values in one location, you always know what you have and what you’re worth.


Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Protect First

Always consider protection first. You want to plan first for what may happen today before you plan for what may happen tomorrow. Without adequate protection, your wealth is left exposed to unexpected life events.

Save and Grow

Investing the right way means more than simply chasing a rate of return. A focus on minimizing risk and becoming more tax efficient allows you to make money while still having enough cash on hand to cover emergencies.

More Money In Your Pocket

Make the most of what you have. We’ll help improve your cash flow by showing you how to do the following:

  • live a budgeted lifestyle
  • reduce your debt
  • increase your discretionary income
  • gain tax efficiency

Retire Right

How much do you need for retirement? Forget whatever arbitrary numbers you’ve heard. Future market performance, medical and tax expenses, and even your own longevity are impossible to anticipate. There is a better way to plan for retirement that doesn’t involve guessing about the future.

For Your Life

For Your Business

Financial Truth

The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2021 Guardian.

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