Business Planning
Plan to succeed.
Your business will outperform any other investment you make. That’s why at Lifeworks, we help entrepreneurs like you maximize the wealth-creating power of your business while safeguarding your personal finances. Discover financial advice that truly understands entrepreneurship.
Traditional financial planning often fails entrepreneurs.
Suboptimal ROIs
Most financial plans ignore your business’s wealth-creating potential and steer you into lower-yielding investments instead. Are you maximizing your ROI?
Imbalanced cash flow
Without proper planning, you may take too little money home or invest too much in other assets, missing out on the benefits of your success.
Missed opportunities
Traditional advice often overlooks the unique opportunities within a business to create income and wealth. You deserve truly business-minded advice.
Turn your business into your ultimate wealth machine.
At Lifeworks Advisors, we put your business at the center of your wealth strategy. Our comprehensive approach ensures:
- You take the right amount home to enjoy the benefits of your business’s success.
- You can maximize the high-leverage strategic investments to grow your business.
- You protect your family and personal assets from the risks of owning a business.
The Lifeworks Business Advantage
Grow your business, maximize its value.
Our Strategic Business Planning System guides you quarterly to keep your business growth on track.
Know your worth, chart your future.
Get a free expert valuation with every membership, paired with your Financial Independence Number.
Capture hidden wealth opportunities.
Our team of business experts will help you uncover and leverage every wealth-maximizing advantage.
Harmony at home, success at work.
Our process helps you and your partner align your values and vision to balance the needs of your business and family.
Live richly today…and tomorrow.
We help you create a financial plan that aligns your family’s values and vision with your business needs.
Your business legacy, secured.
Our exit planning process ensures your business transition happens on your terms.
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.
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.
Transform your business and personal wealth today.
Ready for financial planning that understands your needs as a business owner? Stop settling for one-size-fits-all advice and embrace a strategy tailored to your entrepreneurial journey. Start by scheduling a free business strategy session with us.