Plan purposefully.
Live richly.
Financial planning is about more than just your money—it’s about your life. Our comprehensive approach aligns your money with your values so you enjoy the fruits of your labor today while building a solid foundation for tomorrow. Whether you’re a rising star or ready to embrace retirement, we’ll create a personalized strategy that evolves with you so that your money always supports your dreams.
Failing to plan is planning to fail.
You’re stuck on financial autopilot.
You feel like you are drifting through life without a clear purpose or financial direction. Have you envisioned your best life?
Your priorities are misaligned with your goals.
Your spending doesn’t match your true values and aspirations. Do you have a plan that aligns your money, your vision, and your values?
You’re afraid to make financial mistakes.
Realizing too late that your financial choices don’t support your goals. Do you have a plan that lets you live richly today and tomorrow?
Gain clarity, confidence, and control to make your dreams your reality.
Financial planning should give you clarity, not confusion; confidence, not uncertainty; control, not chaos. That’s the Lifeworks difference.
Our planning process starts with your values and vision. Then, we address every aspect of your financial life, from your investments and cash flow to your taxes, estate, business, and insurance.
Our flat-fee membership is designed to save you money.
At Lifeworks, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services we know of. For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings to keep you on track and your plan current
- A dedicated family-office-style team of financial advisors
- Dedicated tax planning meetings throughout the year with your financial advisor and our CPA partners
- 3-year audit of business, real estate, and personal returns
- Access to discounted 1040 tax preparation and filing from our CPA partners throughout the country
- Free Will & Estate Plan
- Risk mitigation strategies to protect your wealth and your family
- No commissions, hidden fees, or kickbacks…ever.
- We don’t require you to move your money.
- No high-pressure sales tactics. We’re here to serve.
- No risk or style buckets. Investments personalized to your plan.
Start planning your best life today.
Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
Build your plan.
We’ll help you build a tailored roadmap so you can live your best life.
Discover the Lifeworks difference.
Your values + Your vision + Our service = Peace of mind
Your life may be complex, but your financial plan shouldn’t be. At Lifeworks, we’re redefining what you should expect from your financial advisor. We offer many services to simplify your life and give you the confidence to pursue your dreams. Here’s some of what you’ll get with your Lifeworks membership:
Proactive Tax Planning
Our proactive tax planning includes meetings with our CPA partners and a complimentary 3-year review of past returns to correct errors or missed opportunities.
Business Planning & Valuation
For business owners, we provide an annual professional valuation of your company, helping you make informed decisions about your business’s future.
Major Purchases
From dream homes to luxury vacations, we help you plan and fund significant purchases without compromising your long-term financial goals.
Retirement Planning
Our team helps you define your ideal retirement and creates a personalized strategy to achieve it, adjusting as your life and goals evolve.
Estate Planning
Whether you need your first estate plan or an update to your existing one, Lifeworks includes estate planning services in our fee for all clients.
Insurance Services
We conduct a thorough review of your insurance needs and existing policies, recommending changes to ensure optimal protection for you and your family.
Education Planning
We assist in creating and implementing strategies to fund education expenses for your children or grandchildren, balancing this goal with your other priorities.
Retirement Income
We design a sustainable income plan for your retirement years, balancing your current needs with strategies for long-term growth and security.
Chart your path, one quarter at a time
Life doesn’t stand still, and neither should your financial plan. That’s why we meet with you quarterly to review, update, and optimize every aspect of your wealth management strategy. Whether your goals have evolved or life has thrown you a curveball, these sessions ensure you stay on course, and we adapt your plan to keep you moving forward. Navigate life’s twists and turns with confidence.
We fit your investments to your life
Cookie-cutter portfolios have no place here. Our personalized investment management platform ensures your investments perfectly match your one-of-a-kind financial plan and cash flow needs. We tailor every aspect of your investment strategy to your specific goals, timeline and situation. Your plan is as individual as you are.
A smarter approach to investing
Traditional investment plans focus on beating benchmarks, not funding your life. Our cutting-edge investment platform uses detailed cash flow projections and Nobel-Prize-winning smart-beta investing strategies to create a personalized plan that helps make your financial vision a reality.
Innovative technology, timeless dedication
Experience the perfect fusion of advanced technology and committed personal attention. Our custom software enables us to manage your investments with exceptional efficiency and precision. Our advisors pair that with an unwavering dedication to providing extraordinary service and support. Always there when you need us.
Take your first step towards financial freedom.
Our advisors are ready to show you how you can align your wealth with your values. Book a meeting now and take your first step towards financial freedom.
Your questions answered
How are you actually different from every other advisor claiming to be "unique"?
We start with your values and vision, not products. Our comprehensive approach covers every aspect of your financial life, and our flat-fee structure aligns our success with yours.
Isn't "aligning money with values" just marketing jargon?
No, it’s our core philosophy. We create personalized strategies that support your specific life goals, not generic financial targets.
Your flat-fee structure sounds too good to be true. What's the catch?
There’s no catch. We can focus on providing the best planning and service we know how because we charge for that directly in our membership. You never have to move your investments to work with us.
Do your advisors have any credentials beyond the bare minimum required?
Yes. Our advisors are certified professionals with extensive experience in comprehensive financial planning. We have Certified Financial Planners, CPA partners, and licensed insurance specialists who specialize in working with entrepreneurs, managing digital assets, Medicare and Social Security planning.
You promise quarterly meetings, but will I really get face time with a senior advisor?
Absolutely. Quarterly meetings with your dedicated advisor are a cornerstone of our service. Additionally, as a client of Lifeworks you will have a team of advisors who know you, your plan, and are ready to help.
What if I need to meet with my advisors more often than quarterly?
As a member of Lifeworks, you can meet with your advisors or any of our team as often as you need.
Are you going to pressure me to sell all my current investments and buy your products?
No. We don’t require you to invest with us. Our focus is on planning and service, not selling products.
Does Lifeworks manage investments? Can you help with my investments?
Lifeworks does manage investments. While we don’t require you to invest assets with us, most of our clients choose to. We typically charge a flat .80% (eight tenths of one percent) on invested assets and we cover all of the trading fees and expenses of managing your assets (this is called a “wrap fee” in industry jargon).
Lifeworks advisory fee can range up to 1.50%
Financial literacy isn't a destination. It's an ongoing journey.
That’s why we’ve created our newsletter as a resource for anyone who values continued learning and intentional living, whether you’re a current client or simply someone seeking reliable financial education.