.png)
Financial Planning for Women and Couples
Growing and Optimizing Their Wealth
For professionals in their peak earning years who want their investments, taxes and financial decisions working together as their wealth grows and life evolves.
Grow Your Wealth
Nurture Your Story
As your career grows and your financial life becomes more complex, it’s easy to find yourself second-guessing decisions about investing, taxes and how to pursue your long-term goals. Many professionals reach a point where there are so many options that it becomes difficult to know which direction matters most.
The Grow Your Wealth Plan helps bring these decisions together into a coordinated strategy so the different parts of your financial life work together.
Financial Planning Topics We Address Together
Life-focused, comprehensive financial planning and investing is tailored to your values, goals and lifestyle.
Retirement & Work Optional Planning
Explore timelines and strategies to slow down at work, fully retire or simply gain flexibility.
Reducing Current & Future Taxes
Avoid overpaying your taxes now and later—from tax-smart investing to account selection.
Optimizing Employer Benefits
Maximize your health plans, retirement savings, life insurance and other workplace benefits.
Equity Compensation Analysis & Planning
Maximize your stock options, RSUs or ESPP with guidance on taxes, timing and portfolio fit.
Recovering from Divorce or a Loved One's Death
Get help navigating your finances with compassion, patience and clear next steps.
Business Owner Financial Planning
Align your personal and business finances and taxes and create a plan for future transitions.
Investment Analysis & Management
Create an investment strategy that aligns with your values, timeline and risk comfort.
Real Estate
Investment Planning
Evaluate rental property opportunities or refine your current strategy—from cash flow to long-term fit.
Insurance & Estate Planning
Ensure your financial life is protected and documented with right-fit insurance and legal tools.
Many of these topics are explored in more depth on the Life Story Financial blog, including articles on tax planning strategies in your 40s and 50s and resetting your finances when your kids leave home.
Who the Grow Your Wealth Plan Is For
Life Story Financial's Grow Your Wealth Plan may be a good fit if you are:
✔ A woman or couple in your peak earning years building significant wealth.
✔ A household with $300,000+ in investable assets seeking coordinated financial guidance.
✔ A professional who wants investment management aligned with long-term financial goals.
✔ A couple coordinating career decisions, investments and tax strategy as your finances become more complex.
✔ Navigating a life transition such as divorce, widowhood, inheritance or a career change.
How the Grow Your Wealth Plan Works
We begin with a comprehensive financial planning process designed to organize your finances and bring the different parts of your financial life together. This includes your investments, taxes, employer benefits, equity compensation and long-term goals.
From there, we continue working together through an ongoing advisory relationship that includes proactive planning, tax strategy, investment management and regular progress meetings as your career, income and financial life change.
Flexible Pricing
Clients typically work with Life Story Financial through a combination of financial planning and investment management.
✔ Comprehensive financial planning begins at $4,000 per year
✔ Investment management fees range from 0.50% to 1.25% of assets managed
✔ Some clients pay a planning fee, others an AUM fee, and many use a combination of both