Financial freedom starts here.
You’re doing the right things—earning, saving, investing. You’ve got big goals and a lot on your plate. We help make sure your money is pulling its weight. We work with driven professionals to turn income into a plan—for now, for later, and for the life you actually want to live.
Can I... take a Sabbatical? Change Careers? Retired Early?!
How should I handle my stock options and RSUs?
How can I avoid another surprise on my taxes next year?
I feel like my priorities aren't where I want them to be.
I feel like I'm stuck on auto-pilot and don't know what to do next.
I've got the basics down, but now what?
Your life is about much more than a number at the bottom of a statement.
Financial Freedom isn't automatic; and your life means too much to leave it to cookie-cutter "solutions". What you want out of life is unique to you; your plan for your money should be too. Our agile, tailored approach keeps up with the changes in your life and career and keeps the life you want to live today and tomorrow front and center.
Take control and put your money to work for you today.
Your reality is not one of straight lines, but continually changing and pivoting as life comes at you, it's complex enough. We simplify your path, guiding you along the way. The LifeFirst Planning System takes a look across all the pieces of your financial needs - not just investments. From tax strategies and to securing your retirement (may be sooner than you think) to protecting your family today, we help you maximize true wealth, a life well-lived.
How teaming with LifeFirst works
We keep our fees straightforward—so more of your money stays with you.
We like to keep things simple. We charge a simple % fee on the assets we manage up to a cap; and then...no more costs to you. All for a comprehensive financial planning service. For clients with assets over our cap it works out to much less than many advisors that provide just investment management.
- A comprehensive financial plan that aligns your values and money
- Quarterly 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