Accumulators
Your path to financial freedom starts here.
You work hard for your money. It’s time your money worked harder for you. At Lifeworks, we help ambitious professionals like you turn your income into lasting wealth. Our comprehensive approach aligns your finances with your values so you can live your best life now while building a secure future.
Stop settling for one-size-fits-all advice.
Take control of your financial future today.
The financial world is complex, but your path to success doesn’t have to be. Our expert team simplifies the journey, guiding you through every step. We’ve got you covered, from optimizing your finances to planning for a secure retirement. Take charge of your financial destiny now.
How a Lifeworks membership works
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
- Access to discounted 1040 tax preparation and filing from our CPA partners throughout the country
- 3-year audit of business, real estate, and personal returns
- 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.
You’re just three easy steps from financial freedom.
We help you organize and simplify your financial life so you feel in charge of your money.
Book a your free consultation.
Discover the Lifeworks Advisors difference and see if you’re aligned with what we do. We’re not for everyone—but if we’re for you, then you won’t want to go anywhere else.
Create your financial plan.
With our proprietary process and expert facilitation, you’ll create a retirement income plan that helps you live the life you desire. Then we’ll work with you over the next 12 months to bring your vision to life.
Stay on track.
We meet with you quarterly to ensure your strategy remains current and effective, no matter how your life changes. Your team will be with you every step of the way on your journey to financial freedom.
Plan Purposefully. Live Richly. Finish Well.
Your values + Your vision + Strategy = Success
Your financial journey begins with a solid foundation. At Lifeworks, we don’t just crunch numbers – we help you create a strategy for your money that’s as unique as you are. By aligning your money with your values and vision, we empower you to build a life of purpose and prosperity.
Define your values
Your values are the foundation of a meaningful life and the most important legacy you’ll pass on. We’ll help you define and prioritize them, ensuring they guide every financial decision.
Envision your best life
You can’t create a life you can’t see. Our guided process helps you build a vivid vision of your ideal future, turning your values into tangible goals for today and tomorrow.
Turn vision into reality
With your values and vision clear, we’ll create a comprehensive strategy to achieve your goals. Maximize every dollar you earn and align your finances with what truly matters to you.
Seize today, secure tomorrow. Your best life starts here.
Why wait for “someday” to enjoy the fruits of your labor? Our approach helps you make the most of your money right now while still building for the future.
Enjoy life without the guilt.
Say goodbye to restrictive budgets. Our flexible spending plan helps you live well today while building for tomorrow without stress and guilt.
Keep more of what you earn.
Our proactive tax strategies go beyond just filing returns. We’ll help you minimize your tax burden year-round so you keep more of your hard-earned money.
Maximize your workplace benefits.
From 401(k) matching to stock options, we’ll help you squeeze every dollar out of your benefits package. Turn your job into a wealth-building powerhouse.
Accelerate your income.
Your career is your biggest asset. We’ll help you plot a course for advancement, negotiate better compensation, and make strategic moves to boost your earning potential.
Future-proof your finances.
Building wealth is only half the battle – protecting it is equally crucial. Our comprehensive approach safeguards your financial future, giving you the confidence to pursue your dreams without fear. It’s time to secure the future you’ve worked so hard to create.
Enjoy your next chapter on your terms.
Whether you dream of early retirement or plan to work forever, we’ll create a strategy that gives you options. Build a future where work is a choice, not a necessity.
Grow your wealth, shrink your stress.
Our sophisticated, low-fee investment approach uses a bucket approach to maximize returns while minimizing risk. Sleep easy, knowing your money is working as hard as you do.
Leave a lasting legacy.
Ensure your hard work benefits generations to come. We’ll help you create an estate plan that reflects your values and secures your family’s future.
Open doors for your loved ones.
Whether for your children or yourself, we’ll help you navigate the complex world of education funding. Give the gift of opportunity without compromising your financial security.
Protect what matters most.
Life is unpredictable. Our comprehensive insurance review ensures you’re protected against life’s curveballs without overpaying for coverage you don’t need.
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.