top of page
Life Story Financial logo

 Financial Planning & Investment Process

We'll create a roadmap that aligns with your life and goals. My financial planning and investment approach is designed to simplify, optimize and improve your finances so you can focus on what matters most to you.

Life-Focused Financial Planning & Investment Management Personalized to You

During our meetings, we’ll work together to create a personalized financial plan and investment strategy designed around your life and values. You’ll get:​​

​

✔ 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 Action 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.

EXPLORE & ALIGN

90-MIN MEETING

Explore life values, top goals and financial scorecard to see how closely they’re aligned. Identify topics to prioritize.

CLARIFY & PLAN

90-MIN MEETING

Clarify statement of financial purpose, model the outcomes of financial decisions and identify obstacles to your goals.

PLAN DELIVERY

60-MIN MEETING

Present tax, cash flow, retirement, insurance, estate and investment strategies to align financial decisions to goals and values.

IMPLEMENT PLAN

OVER 6 MONTHS

Implement action items, e.g., open accounts, update policies, change allocations, make introductions to insurance, tax, legal pros, etc.

PLAN CHECK-IN

60-MIN MEETING

Six-month review to celebrate progress, answer questions, and address any roadblocks to reaching your goals.

Financial Planning Topics
Address Each Aspect of Your Financial Life

During our Explore & Align meeting, we’ll identify your top values and goals and decide which financial priorities to focus on first. As we implement your financial plan in ongoing meetings, we’ll take a deeper dive into the topics most relevant to you.

Chart of financial planning topics

Your Customized
Financial Plan Organizer

Presented during your Plan Delivery meeting, your Financial Life Organizer provides an easy-to-follow snapshot so you always know where you stand and what comes next.

✔ Visual breakdown of your assets, cash flow and goals.
✔ Step-by-step financial action plan to keep you on track.
✔ Simple, organized format so you can make informed decisions with confidence.

​

This living document evolves with you, ensuring your financial plan stays aligned to your changing life and goals.

Financial Life Organizer

Track Your Progress with the Elements Scorecard

After we deliver your financial plan, you’ll have ongoing access to your personalized Elements® financial scorecard. It's available anytime on your computer or smartphone.
✔ A snapshot of your financial story, distilled into 11 clear, easy-to-understand metrics.

✔Secure, automatic data sync with your bank, credit card, loan and investment accounts.

✔ Quarterly reports that highlight your progress, next steps and any potential roadblocks,

 

The Elements platform makes it simple (and even a little fun!) to stay engaged with your finances and see the impact of your planning in real time.

img-scorecard-1536x1268.png.webp
Desk

What Happens After Your Initial Plan?

Next Chapter Planning

​

Many clients choose to continue working together after their first year since life evolves and new questions come up. For continued access to financial advice and planning support, you can choose an assets under management fee for your investments or a monthly subscription.

​​

This ongoing engagement includes:

  • On-demand advice as life and finances change.

  • An annual refresh of your financial plan to reflect new goals and priorities.

  • Two in-depth planning meetings each year to review progress and update your strategy.

  • Quarterly progress check-ins through your online planning portal.

  • Ongoing accountability and guidance to help you stay on track

  • Full access to your client planning portal and financial planning resources.

 

It’s a flexible way to keep your financial plan moving forward as your life evolves.

bottom of page