Can I live the life I want?

Simplified and effective financial management that connects you to your future.

Simplify. Focus. Live an intentional life.™

The problems with the traditional approach:

  • Pushing products instead of providing personalized advice
  • Unnecessarily complex financial plans and investment proposals
  • High fees, commissions, and unclear fee structures
  • Cookie-cutter portfolios and one-size-fits-all investment plans
We were tired of the disconnected and impersonal approach to wealth management and financial planning.
So we set out to change it.

Your needs changed.
Financial firms didn’t.

Financial management should give you clarity and control over your finances — and confidently connect you to your future.

Why Lifeworks

How we help clients plan for their future

Family Strategic Planning System®

Simplified and effective financial management that connects you to your future.

Our fair and transparent fee structure

We believe in a simplified and transparent fee structure: no account fees, no trading fees, and no commissions.

Family Strategic Planning System®

Monthly subscription fee

  • Essentials | $100/mo
  • Family | $300/mo
  • Entrepreneur | $600/mo
  • Family Office | Custom
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Asset Management

0.80% fee annually on what you invest

  • No minimum account size
  • No commissions
  • No trading fees
  • No account fees
Asset Management

How we invest assets

Our Philosophy

We believe that the client’s investment portfolio needs to support their financial plan—not the other way around. No more cookie-cutter portfolios or basic risk assessments. It’s a personalized strategy designed to help you live the life you want.

How We View Risk

We ask questions like, “Can the client afford to take on that much risk, or does it jeopardize their future plans? How can we reduce the amount of risk in the portfolio and still help them achieve their financial and life goals?” One of our primary goals when managing assets for our clients is to take on the least amount of risk and volatility while helping them realize their family, financial, and life goals.

Trusted advisor + seamless digital technology

A better advisor-client experience.

Digital Onboarding, Document Signing, Transparent Billing, Performance Reporting

“…over 80% of clients express interest in financial advice and planning, yet half remain on the sidelines.”
Ernst & Young Global Wealth Management Report 2019

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What We Do For Our Clients

Retirement Planning >

For those close to or in retirement

Business Planning >

For building and exiting your business

Financial Planning >

For professionals and go-getters

Downloadable Guides

Lifeworks Family Strategy Assessment

A guide to help you gain insight into your current family strategy position and identify key areas to focus on.

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Lifeworks Sample Family Strategic Plan

An example of what Lifeworks Family Strategic Planning looks like for our clients.

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