Our Process
Your goals are our goals
Whether you want to buy your dream house, take a trip to Bali, or retire at 40, we will help you make it a reality!
We offer comprehensive, customized financial planning & life management so you are empowered & encouraged to reach your goals in your timeframe.
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Financial Independence Planning
Make work optional. We create a path for you to enjoy life on your terms and help you make the dream of financial independence a reality.
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Spending Plan
We create tailor-made (and realistic) spending plans to meet your financial goals and objectives.
![Financial Behavior Analysis](https://lifeman.wpenginepowered.com/wp-content/uploads/2020/12/values-and-behaviors.png)
Values and Behavior Analysis
We help you build the life and legacy you want by ensuring your values are being supported by your behavior.
![financial life event consulting](https://lifeman.wpenginepowered.com/wp-content/uploads/2020/12/life-event-consulting.png)
Life Event Consulting
Life happens. Parenthood, death, inheritances, starting a business, and buying a second home. We help you plan through it all.
![asset allocation and tax planning](https://lifeman.wpenginepowered.com/wp-content/uploads/2020/12/asset-allocation-planning.png)
Asset Allocation and Tax Planning
Over 90% of your rate of return comes from the way your portfolio is structured.
![financial risk management](https://lifeman.wpenginepowered.com/wp-content/uploads/2020/12/risk-management.png)
Risk Management
Life is full of “what ifs.” We create comprehensive plans for life, disability, long-term care, and other solutions for your own peace of mind.
WE NEVER...
![no commissions](https://lifeman.wpenginepowered.com/wp-content/uploads/2020/12/no-commissions.png)
Earn Commission from Anyone
We operate free of economic conflicts of interest because we only have one interest...YOU..
![we don't sell anything](https://lifeman.wpenginepowered.com/wp-content/uploads/2020/12/sell-anything.png)
Sell You Anything
We don’t sell products. We give actionable advice for a reasonable fee, and then help you execute on it.
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Charge for Research
We don’t forecast based on economic crystal balls. We research and recommend the best path forward so no one drops the ball.