Holistic Balance Sheet

An important framework that guides our work with clients is that of the Holistic Balance Sheet. Developed by Bill Lyon, this concept helps us value wealth in its many forms. For many of us, traditional financial assets do not describe the whole picture. We help clients to identify their Financial Capital, their Human Capital and their Essential Capital. Each is important and supports the others when our wealth is aligned with our values.

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,379.45 -1.27%
Nasdaq Composite 7,485.14 -2.06%

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