Financial Planning

The WBA is now working with Third Coast Advisors, a financial services firm that aims to help members protect and grow their wealth. Their team is offering WBA members free access to the “Living Balance Sheet,” which helps business owners and key employees organize and prioritize their financial pictures. The Living Balance Sheet is an online financial planning software that enables users to connect their various investment accounts, credit cards, mortgages, car loans, etc. to create a consolidated financial picture that stays up-to-date.


Who is Third Coast Advisors?

Third Coast Advisors is a financial services firm that aims to help clients protect and grow their wealth. Using fundamental planning principles integrated on the Living Balance Sheet, we position those we work with to achieve their long and short-term goals for their business, as well as personally.

What Makes Third Coast Advisors Different?

Our team focuses heavily on construction businesses and knows how to address your specific financial concerns. Whether it be instituting profit enhancement strategies that are real numbers your team can use when bidding jobs or helping create and execute a plan to make sure your business operates efficiently whether you’re there or not, our team knows your industry.

What is the Living Balance Sheet/Wealth Steps?

The Living Balance Sheet is an online platform that allows users to see their financial picture as it changes day to day. The software enables users to link their various accounts to get an up-to-date report of their finances. Whether it be a credit card, investment accounts, or mortgage, users can log into their existing accounts and link them to the website and see them all together. The Living Balance Sheet is a free service exclusive to our existing direct clients and WBA members. Click here to learn more about the living balance sheet.


Begin accessing this benefit today! Contact Jarod Von Behren at jarod.vonbehren@thirdcoastadv.com

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