.png)
Build Your Financial Plan and Investments Around What Matters Most to You
Your financial story is uniquely yours—and so is the path to building the life you want to live. Life Story Financial offers financial planning and investment services designed to meet you where you are today and guide you toward where you want to go next.
Life-Focused Financial Planning & Investment Management Personalized to You
Here’s what you can expect from our work together:
✔ A Clear Financial Picture – We’ll use simple, user-friendly tools to help you see where you are today and track your progress over time.
✔ A Personalized Game Plan – You’ll get clear, step-by-step advice to help you get organized, make smart decisions, and grow your wealth with confidence.
✔ Support to Keep You Moving Forward – I’ll be there to help you put your plan into action—and adjust it as life happens.
✔ An Investment Strategy That Fits You – Your portfolio will be diversified, tax-aware and aligned with your goals and comfort level.
​​
Financial planning and investing isn’t one-and-done. As your life and career evolve, we’ll keep your plan flexible and your investments working toward what matters most to you.
Step-by-Step Financial Planning and Investment Process
EXPLORE & ALIGN
Define your most important values, goals and financial situation.
CLARIFY & PLAN
Model different scenarios to align your plan with your life and goals.
PLAN DELIVERY
Share advice on savings, taxes, cash flow, investments, insurance, etc.
IMPLEMENT PLAN
Support with implementing advice, action items and investments.
PLAN CHECK-IN
Track your progress, address roadblocks and celebrate wins.
What's Included in Your Financial Plan
Retirement / Work Optional Planning
Saving on Current & Future Taxes
Optimizing Employer Benefits
Rebuilding After Divorce or Widowhood
Stock Compensation Analysis & Planning
Small & Mid-Size Business Planning
Investment Analysis & Management
Real Estate Investment Analysis & Planning
Insurance and Estate Planning
Clear Pricing for Financial Planning and Investment Solutions That Fit Your Needs
Comprehensive financial planning starts at $4,000, based on complexity. This can be structured as:
✔ A flat fee for financial planning
✔ An asset-based fee with investment management
✔ A combination of both
​​
Investment management fees range from 0.60% to 1.25% of assets managed, based on the specifics of your account.
​​
Investment offerings include:
✔ Small-business retirement plans (SEP IRA, Solo 401(k), 401(k))
✔ Cash and short-term investment solutions
✔ Securities-backed lines of credit
✔ ESG and alternatives funds
Need One-Time Financial Advice?
Hourly financial advice is available for guidance on a single topic like:
✔ Debt repayment & cash flow strategies
✔ Stock options or equity compensation
✔ Retirement savings checkup
✔ Investment portfolio review
​
Schedule a call for an estimate on the number of hours needed for your topic.