Simplify
Organize
Thrive
Embrace a Life Beyond Money’s Constraints
WHY LIFEWISE A Life Changing
Client Experience
Client Experience
Money means different things to different people. For example, some view money as a tool to provide financial security or independence, while others use it to achieve significance or provide a legacy for those they love.
At LifeWise we stay grounded in our core values which guide our day-to-day actions and enable us to deeply connect with and help our clients achieve financial confidence and clarity.
OUR PROCESS Planning Roadmap
Consultation
Initial
Consultation
Consultation
- Share background
- Review planning pyramid
- Review compensation
- Provide client with document checklist and issues & concerns questionnaire
Gathering
Information
Gathering
Gathering
- Review documents provided by client
- Review issues & concerns questionnaire
- Complete consulting agreement
- Link accounts to eMoney
Presentation
Rough Draft Plan
Presentation
Presentation
- Review base facts
- Net Worth
- Asset Allocation
- Cash Flow Report
- Summarize recommendations
Presentation
Final Plan
Presentation
Presentation
- Review any changes to plan
- Review final recommendations
- Assign implementation and action items
and Update Plan
Periodically Review
and Update Plan
and Update Plan
- Implementation check in
- Monitor plan for any changes
A financial plan serves as our blueprint for pursuing your goals. The better we understand you and your objectives, the more effectively we can address your current and future financial needs and goals.
Are your financial goals on track?
Our COMPLIMENTARY, no obligation consultation provides the answer.
