Financial Planning
A unique plan for your unique journey.
We create dynamic, personalized strategies for ambitious professionals at every stage of life. From daily budgeting to long-term wealth building, our comprehensive approach keeps your money working toward your goals. Whether you’re just starting your career or planning for retirement, we’re here to help you live your best life now and in the years to come.
Your money, your dreams, your way.
Your financial dream team
You don’t just get an advisor. You get an entire team of experts including insurance specialists, investment experts, Certified Financial Planners, and our strategic CPA partners across the country to help with your most difficult tax challenges.
Your interests come first
As a Registered Investment Advisor, we’re legally bound to act as a fiduciary. Our only focus is serving your best interests. We don’t accept platform kickbacks, commissions, or exclusivity agreements.
Keep more of your money
At Lifeworks, our low-cost monthly membership model means you pay directly for our expertise. For most clients, this translates to significant savings compared to traditional asset-based advisor fees.
Investments tailored to your life
Our innovative platform personalizes your investments to align with your unique financial plan. We don’t just chase market benchmarks; we focus on providing the money you need, when you need it.
Your life and your money aligned.
Values + Vision + Strategy = Success
Where others push generic, one-size-fits-all financial strategies, our process is as effective as it is simple. Stop settling for one-size-fits-all advice. Get a financial plan that actually fits your life.
- We start with your values, not arbitrary financial targets.
- We help you create a clear vision of your ideal future.
- We build a strategy that aligns your money with your goals.
- We meet quarterly to keep you on track as life changes.
- You never have to move your investments if you don’t want to.
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.
A plan for everything your money touches
We believe a truly effective financial plan goes far beyond just managing investments. Our comprehensive approach addresses all your financial opportunities and risks, from tax strategies to estate planning. And with our quarterly process, you will have confidence that your plan is always current—whatever life throws your way.
Q1: Your Financial Reset
Kick off every year with Lifeworks. We’ll help you translate your values and vision into yearly goals and a practical plan. All so you’re empowered with clarity, confidence, and a roadmap to your ideal future.
What do we cover in Q1?
- Ensures your financial strategy remains aligned with your personal values
- Setting clear, achievable goals for the year ahead
- Provides up-to-date budgeting and cash flow insights
- Keeps your long-term financial plan current and relevant
Q2: Your Annual Tax and Risk Shield
We meticulously review and optimize your tax strategies to help ensure you’re not overpaying. But we don’t stop there. We conduct a thorough insurance check-up and fine-tune your asset protection strategies, safeguarding your hard-earned wealth.
What do we cover in Q2?
- Reduces stress and anxiety around tax season
- Gain peace of mind knowing risks are properly managed
- Instill confidence in the security of your assets
- Provide reassurance that complex financial matters are expertly handled
Q3: Your Annual Growth Accelerator
We dive deep into your investment strategies, fine-tuning for optimal performance. Your business and career plans get a thorough checkup. Walk away with a turbocharged strategy for growing your wealth across all fronts, confident that every aspect of your financial life is primed for maximum growth.
What do we cover in Q3?
- Optimizes investment portfolio for better performance
- Identifies opportunities for business growth and profitability
- Aligns career path with financial goals
- Maximizes income from dividends and distributions
- Evaluates and adjusts real estate investments for optimal returns
Q4: Your Legacy Builder
In Q4, we work with you to update your gifting, tax, and estate strategies to ensure you build the legacy you desire. Leave with the satisfaction of a year well-managed and a legacy thoughtfully crafted, ready to ring in the new year with confidence and purpose.
What do we cover in Q4?
- Ensure your estate plan aligns with current wishes and laws
- Optimize your charitable giving for maximum impact and tax benefits
- Minimize year-end tax liabilities
- Gain a clear picture of your progress and achievements
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.