.png)
Grow Your Wealth → Nurture Your Story
You work hard—now it’s time to ensure your money is working just as hard for you. This engagement is designed to provide deeper financial planning support for life’s growing complexities, like equity compensation, business ownership, tax optimization and investing beyond your 401(k).
Financial Planning & Investing to Grow Your Wealth and Align Your Money to What Matters Most
Life Story Financial’s Grow Your Wealth Plan is designed for mid-career professionals who are ready to take a more strategic, values-based approach to growing wealth. We’ll work together to clarify your goals, evaluate your options and create a financial plan and investment strategy that evolves with your life.
Topics Covered in the Grow Your Wealth Plan
Life-focused, comprehensive financial planning and investment management is tailored to your values, goals and changing needs.
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.
Small & Mid-Size Business 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 Analysis & Planning
Evaluate rental property opportunities or refine your current strategy—from cash flow to long-term fit.
Insurance and Estate Planning
Ensure your financial life is protected and documented with right-fit insurance and legal tools.
Who the Grow Your Wealth Plan Is For
Life Story Financial's Grow Your Wealth Plan is a fit if you:
✔ Are in your mid-30s to early-50s and in your career prime, earning $125,000+ a year.
✔ Want to be more strategic and proactive with your financial decisions.
✔ Are looking for professional guidance as your financial complexity and assets grow.
✔ Are ready to build a clear financial plan to grow your wealth and make work optional.
How the Grow Your Wealth Plan Works
Choose a pricing model that fits your needs:
✔ A flat annual financial planning fee, a percentage of assets under management (AUM) fee, or a combination.
✔ Flat-fee comprehensive financial planning starting at $4,000 per year.​​
✔ Investment management fees range from 0.50% to 1.25% of assets managed.
​​​​​​​​
Investment management includes a properly diversified, tax-efficient investment portfolio built around your goals, time horizon and risk tolerance including the following offerings:
✔ Private market solutions
✔ ESG and alternatives funds
✔ Securities-backed lines of credit
✔ Cash and short-term investment solutions
✔ Small-business retirement plans (SEP IRA, Solo 401(k), 401(k))
​​
Have more questions? Schedule a call below and see this list of FAQs.