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Grow Your Wealth → Nurture Your Story
As your career and wealth grow, your financial life becomes more complex. This engagement is designed to bring you clarity on your goals and help you navigate key decisions with your finances.
Financial Planning to Grow Your Wealth and Align Your Money With What Matters Most
Life Story Financial’s Grow Your Wealth Plan is for mid-career professionals who are building momentum. As your financial life grows more complex—navigating equity compensation, optimizing taxes, managing a business or rental property or planning for a career transition—your financial plan needs to evolve with you.
What You'll Get from the Grow Your Wealth Plan
Here’s what it looks like to take your money to the next level with a life-focused, comprehensive financial plan.
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 any roadblocks and celebrate the wins.
What's Included in Your Financial Plan
Retirement / Work Optional Planning
Saving on Current & Future Taxes
Optimizing Employer Benefits
Equity Compensation Analysis & Planning
Recovering from Divorce or a Loved One's Death
Small & Mid-Size Business Planning
Investment Analysis & Management
Real Estate Investment Analysis & Planning
Insurance and Estate Planning
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 $200,000+ 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. No commissions. No product sales.
✔ Flat-fee comprehensive financial planning starting at $4,500 per year ​​
✔ Investment management fees range from 0.50% to 1.25% of assets managed
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Along with your financial plan, receive a properly diversified, tax-efficient investment portfolio built around your goals, time horizon and risk tolerance with offerings including:
✔ 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
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Have more questions? Schedule a call below and see this list of FAQs.