You've Built a Great Career. Now, Build a Life You Actually Have Time To Live.
We specialize in helping families in the 'messy middle' turn stock comp and high-growth careers into real-world memories - not just numbers on a screen.
Is You Money Leading You Off Trail?
Society has a specific script for people with your level of success: more house, more cars, more stuff. It's easy to get pulled off track, unintentionally living out a vision of the "good life" that was sold to you, rather than one designed by you. Here is what happens when the default takes over:
Your finances are in the driver's seat.
Being on "autopilot" at your income means your lifestyle and tax liabilities are dictating your choices, rather than your values. You're going through the motions of a successful life while your own definition of the "good life" is perpetually out of reach.
Someday. Someday we'll make that change.
It's easy to tell yourself you'll travel or be more present "once the kids are older" or "after the next big vest". But for you the years now are the most precious - and they don't come with a refresh button.
Tax Surprise. Again.
Watching your RSUs or ISOs vest is exciting until the IRS takes a big, unexpected cut. Failing to plan for the tax gap between withholding and your actual bracket means writing a painful check every April.
Get Back on Track to Your Best Life
We believe planning should replace confusion with clarity, uncertainty with confidence, and chaos with control.
At LifeFirst, we start with the life you want to lead today. Our process begins by defining your family’s 'North Star'—the vision and values that drive you. From there, we build every detail of your financial map: from optimizing your stock comp and cash flow to stress-testing your taxes, estate plan, and insurance. We don't just manage assets; we manage your peace of mind.
How Teaming with LifeFirst Works
We keep our fees straightforward - so more your money stays with you.
We like to keep things simple. We charge simple, upfront fees so you always know exactly what you are paying. All for a comprehensive financial service. For clients with assets over our cap it works out to much less than many advisors that provide just investment management.
What you get
- A comprehensive financial plan that aligns your values and money
- Regular meetings to keep you on track and your plan current
- A dedicated professional financial advisor with your best interests first all the time
- Risk mitigation strategies to protect your wealth and your family
What you don't have to worry about
- No commissions, hidden fees, or kickbacks...ever
- No high pressure sales tactics (we hate them as much as you do)
- No cookie-cutter risk portfolios. Investments personalized to your plan. A comprehensive financial plan that aligns your values and money.
Start Enjoying Your Wealth Today.
In three simple steps, we'll move you from financial autopilot to building your best life.
1. Book Your Strategy Session.
Take 60 seconds to schedule an introductory call online that fits your schedule.
2. Meet Your Personal CFO.
Get to know your advisor and share what your vision of a best life looks like.
3. Build Your Roadmap.
Once we align your goals, we help you build your custom roadmap to get you to your Best Life.
Plans Change—Because Life Changes Fast and Your Plan Has To Keep Up
Life doesn’t follow a script, and your financial plan shouldn’t either. That’s why we check in with you every multiple times a year. These regular conversations help us stay in sync with what’s going on in your life—whether it’s a big move, a job change, transitioning to retirement, or something totally unexpected. We adjust your plan as life happens, so you always know where things stand and what’s next. These regular updates help us fine-tune your plan so it keeps up with your life, not the other way around.
Modern and Digital-Forward
Located in Huntsville, AL (aka Rocket City), but serve clients across the country. We meet our clients virtually via phone or video chat. In fact, we have found that even local clients often prefer meeting via phone/video to better fit their busy lives.
We use modern technology to maximize convenience and security. Digital account access, virtual communication, and cloud-based portals help you manage your finances quickly and easily no matter where you are.
