Get started
Schedule an introductory call
- 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.
New client onboarding
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.