Membership
Meet the future of financial advice.
We believe traditional financial advisors overcharge and underdeliver. That’s why we’ve created a membership model that gives you more while costing less. Our month-to-month structure and quarterly cadence keeps us aligned with your needs.
It’s time for financial planning that truly serves you. Schedule a meeting and discover financial advice designed for you.
Two plans, better service.
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.
Personal
Starting at $400/month*
What you get with a Personal membership:
- 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
Business
Starting at $800/month*
What you get with a Business membership:
- Everything in the Personal membership
PLUS:
- A clear roadmap for how to maximize the value of your business, minimize taxes, and exit on your terms
- Professional business valuation
- Review of your last 3-years of tax returns for missed tax planning opportunities
- Business continuation planning (death, disability/illness, partner disputes)
- Key employee compensation & incentive plans
Without any of the Wall Street shenanigans.
Our promise to you:
- 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.
*Monthly fee is for planning only. Should you invest with us, Lifeworks charges a simple investment management fee significantly below the industry average. Please see the Firm Brochure for more information.
Discover the benefits of membership.
Curious about how a Lifeworks membership can transform your financial future? Experience the power of truly personalized, comprehensive financial planning. Your journey to financial clarity and confidence is just one click away.