Wealth is a process, but this is where clarity and strategy meet.
Are you ready to get started on your work-optional Life$tyle?
What would it mean to you if you thought you had 5 years till retirement but that became 2 ½ years?
If you were able to go from working full-time to working part time?
To learn that retiring way sooner than you thought was completely possible?
Welcome to our Lifestyle Wealth Management Program™
The goal after working through your Lifestyle Wealth Management Program™ is that you feel
Alignment in your values, priorities and money
Less Stress around your financial decisions, it’s time to feel good
Confident that you have effective and efficient strategies that can be monitored and adjusted
To set you up for success, your Lifestyle Wealth Management Program™ includes 7 key areas of focus…
Lifestyle Wealth Management Program™ packages include
Lifestyle Wealth Management Program™ packages start at $8900 (payment options available). To get started, book your complimentary call below.
Book Your Welcome Call
Lifestyle Wealth Management isn't a transaction, it's a process. Most clients renew and update their plans annually and receive a significant renewal discount.
Continue moving your ideal life$tyle forward with…
- On ongoing investment management and consultation
- Implementation of insurance options (Disability, Life, Long Term Care or a hybrid)
- Speaking and educational events
- Family Wealth Planning, continue that financial literacy into the next generation
- Introducing you to other professionals outside the scope of my expertise
- Collaboration with your wealth team including your accountant, attorney and insurance professionals