Business Owners
Turn your hard work into lasting wealth.
Most financial plans treat your business as a sideline. At Lifeworks, we recognize that your business is your best investment. Our approach integrates your entrepreneurial vision with your personal financial goals, creating a comprehensive plan for success. We turn your hard work into lasting wealth.
Building a business shouldn’t mean sacrificing your life.
Financial freedom starts here.
For business owners, traditional financial planning falls short. They push commission-generating investments while ignoring your most valuable asset—your business. Our approach invests in your business while helping you grow other assets strategically. With Lifeworks, you get the best of both worlds—business success and personal fulfillment.
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.
It’s easy to get started.
We help you organize and simplify your financial life so you feel in charge of your money.
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.
Make your best asset work for you.
At Lifeworks, we understand that your business is your most valuable asset. Our tailored approach ensures that your business not only thrives but also aligns perfectly with your personal financial goals. Here’s how we help you maximize your business potential:
Know your worth, chart your future
What is your business is truly worth? Get an expert valuation annually with your membership, along with your Financial Independence Number to see exactly what you need to retire on your terms. Bridge the gap between where you are and where you want to be.
Your legacy, your way
Every business will be inherited, sold, or dissolved. Our succession planning ensures it happens on your terms. We’ll help you craft a clear roadmap for your business’s future—whether it’s grooming successors or maximizing its market value. Your legacy, secured.
Keep your A-team
Your employees are your most valuable asset after yourself. Our custom compensation and incentive plans help you attract and retain top talent without breaking the bank. We’ll help you create a loyal, motivated team that drives your business forward.
Fuel your growth, minimize your taxes
Don’t let capital constraints hold you back. Our strategic growth planning aligns your business investments with your personal goals. We’ll find tax-efficient ways to fund your growth, maximize your returns and minimize your tax burden.
Shield your success
You’ve worked hard to build your business—now let’s protect it. Our risk management strategies safeguard your business assets against potential threats. From key person insurance to cybersecurity measures, we’ve got you covered so you can sleep easier.
Unlock hidden opportunities
Business ownership opens doors to unique investment and tax planning opportunities. We’ll help you navigate these complex waters, from optimizing your business structure to leveraging real estate investments. Maximize the perks of being the boss.
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. Our holistic approach ensures that your hard work translates into a fulfilling life for you and your family:
Family harmony, business prosperity
Has your spouse ever joked that you’re more invested in your business than your family? Our process helps you align your family’s values and vision with your wealth strategy, creating a future where both your business and family can thrive together.
Freedom to choose your next chapter
Retirement shouldn’t mean selling your business unless you want to. We’ll create a clear path to financial independence that gives you options. Whether you want to keep working, sell, or pass it on, the choice will be yours.
Live rich now, build wealth for tomorrow
Who says you can’t have your cake and eat it too? Our balanced approach helps you enjoy the fruits of your labor now while building for the future. No more guilt about taking that vacation. Live your best life today and tomorrow.
Grow your growth, shrink your taxes
Our sophisticated investment platform harnesses the tax efficiency of individual stocks while automating tax loss harvesting. Avoid the extra taxes created by mutual funds and ETFs. Keep more of what you earn, both in your business and personal investments.
Your lasting impact
Your hard work should benefit generations to come. Our estate planning services ensure your wealth is preserved and transferred according to your wishes. Together, we can create a legacy that reflects your values and secures your family’s future for years to come.
Simplify your financial life
Managing a business is complex enough. Let us simplify your personal finances. From quarterly planning to tax preparation, we’ll handle the details so you can focus on what you do best—growing your business and enjoying your life.
Experience the Lifeworks difference firsthand.
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.