Get started

To get started with Lifeworks, schedule a call with our team.
On that call, our team will answer any questions you might have about Lifeworks, our unique planning service models, and our revolutionary investment methodology.
If you decide to move forward with Lifeworks, we will help you select the right service level and walk you through our client onboarding process.

Whether you are working with a financial advisor for the first time or moving from another firm, we know how important it is to make the process transparent, seamless, and customized to your unique needs.

As a new client of Lifeworks, our team will lead you through a series of meetings and strategy sessions where you will document your family strategy, develop a sound financial plan, and build a customized investment strategy focused on achieving your unique family and financial goals.

Getting started

Create secure login credentials on our platform
Acknowledge the Lifeworks disclosures
Set your default billing preferences

Data gathering

Securely upload any relevant financial and tax documents to our portal
Work with your advisor to complete your budget and cash flow projections
Build an accurate balance sheet (assets and liabilities)
Enter essential personal and family information into your portal

Strategy session

Collaborate with your advisor to develop your family values and vision
Document family and financial goals
Establish a timeline for your planning meetings with Lifeworks

Financial planning

Collaborate with your advisor on different planning scenarios
Discuss the financial planning recommendations and implementation strategies our team developed for you
Tax planning conversations

Investment strategy

The right benchmark—the minimum rate of return necessary to achieve your family and financial goals
Review your personalized investment strategy and tax implications
Discuss how to implement your investment strategy