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Reading a Book to represent a unique life story

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 where you want to go tomorrow.

Fee-Only Financial Planning & Investing Packages for Every Chapter of Your Life Story

I believe your money should support the life you want to live. That’s why my services are designed to evolve with you—whether you're just starting out, building momentum or preparing for retirement. Each plan includes personalized financial advice, ongoing support and a clear path forward—always grounded in your goals and values.​​

Open book with turning pages in soft light, representing financial planning as a journey through life chapters.

1

Start Your Wealth 
Plan

Perfect for early-career professionals or anyone ready to become more intentional with their money. This plan helps you get organized, build smart habits and lay the foundation for long-term wealth.

2

Grow Your Wealth
Plan

Designed for mid-career professionals in their peak earning years. You’ll get deeper planning and guidance for complex situations—like investing, taxes, equity compensation, business ownership and more.

3

Sustain Your Wealth
Plan

Ideal for those nearing or in retirement who want to make the most of what they’ve grown. This plan focuses on income planning, reducing taxes and a plan for sustaining your wealth for the years ahead.

Just Need Help with a Specific Financial Question?

If you’re not ready for a full planning engagement, hourly financial advice is available for guidance on a single topic like:

​

✔ Debt repayment & cash flow strategies

✔ Retirement savings checkup
✔ Investment portfolio review

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Schedule a call for an estimate on the number of hours needed for your topic. 

Get Started

Schedule a free, no-pressure call to learn more about Life Story Financial's financial planning and investing packages.

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