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Simplify
Organize
Thrive

Embrace a Life Beyond
Money’s Constraints
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WHY LIFEWISE A Life Changing
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.

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OUR PROCESS Planning Roadmap
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Initial
Consultation
Initial
Consultation
  • Share background
  • Review planning pyramid
  • Review compensation
  • Provide client with document checklist and issues & concerns questionnaire
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Information
Gathering
Information
Gathering
  • Review documents provided by client
  • Review issues & concerns questionnaire
  • Complete consulting agreement
  • Link accounts to eMoney
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Rough Draft Plan
Presentation
Rough Draft Plan
Presentation
  • Review base facts
    • Net Worth
    • Asset Allocation
    • Cash Flow Report
  • Summarize recommendations
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Final Plan
Presentation
Final Plan
Presentation
  • Review any changes to plan
  • Review final recommendations
  • Assign implementation and action items
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Periodically Review
and Update Plan
Periodically Review
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.

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who we are Experienced and Committed Partner

Our team of professionals have decades of collective experience. Regardless of your needs, we have the skills necessary to help you thrive.

meet the team
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Are your financial goals on track?
Our COMPLIMENTARY, no obligation consultation provides the answer.
schedule a consultation

Check the background of this firm on FINRA’s BrokerCheck.

 

Broker/Dealer Disclosure

Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.CeteraAdvisorNetworks.com.

 

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