LifeWise has always been built on long relationships — many of our client families now span two or three generations, and some of our advisors have been part of those families’ plans for decades.
In July 2026, we took the step that makes that promise permanent: LifeWise became fully independent. No parent company. No product shelf. Advice that answers to our clients, and no one else.
What Makes Us Different
Working with LifeWise
Collaboration
Nobody knows your family like you do. So we don’t hand you a plan — we build one with you, decision by decision, until it’s unmistakably yours.
Simplicity
Plain English, clear next steps, and a plan you can actually follow. We work until your plan is simple enough to explain over dinner — because a plan you understand is a plan you’ll actually follow.
Guided Planning
You’ll never wonder what happens next. Every step is laid out, explained, and walked together.
One Coordinated Plan
Financial planning, investments, retirement income, and estate planning — coordinated by one team, with tax preparation and advice available through our affiliated firm, LifeWise Tax Advisors.
Behind every financial plan at LifeWise is a team that treats your family the way we’d want ours treated —
because around here, that’s just how it’s done. Our team brings together three CERTIFIED FINANCIAL PLANNER™
professionals, a Certified Exit Planner (CExP™), and decades of walking alongside Central Illinois families —
often two and three generations of the same family, at the same kitchen tables.
The letters after our names tell you we know the craft.
The years alongside your parents, grandparents, or children tell you we’ll be here for yours.
Click on any team member’s photo to read their full story.
The best way to know if we’re the right fit is a conversation. Schedule a complimentary, no-obligation consultation — at any of our offices in Champaign, Bethany, St. Joseph, or Paris, or by video call from wherever you are.
