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Financial Planning and Investing for Women and Couples Planning for Retirement
The Grow Your Wealth Plan is designed for women and couples in their peak earning years who want a coordinated strategy for investments, taxes and retirement planning.
Grow Your Wealth → Nurture Your Story
As retirement approaches, financial decisions become more complex. Life Story Financial’s Grow Your Wealth Plan is designed for high-earning women and couple who want clarity, coordination and a long-term strategic partner. This ongoing advisory relationship helps ensure your investments, tax strategy, and long‑term goals work together.
Who the Grow Your Wealth Plan Is For
Life Story Financial's Grow Your Wealth Plan is a fit if you are:
✔ Planning for retirement within the next 10–15 years.
✔ A household with $300,000+ in investable assets seeking coordinated financial guidance.
✔ Professionals who want investment management aligned with long‑term financial goals.
✔ A couple coordinating retirement timing, savings decisions and tax strategy.
✔ Individuals navigating life transitions such as divorce, widowhood, an inheritance or a career change.
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.
How the Grow Your Wealth Plan Works
We begin with a comprehensive financial planning process to organize your finances and build a clear roadmap toward retirement. From there, we continue working together through an ongoing advisory relationship that includes proactive planning, tax strategy, investment management and regular progress meetings.
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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.
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If you’re ready to be more strategic about growing your wealth, you may find it helpful to explore a few of the topics I’ve written about on my blog, including how to reset your finances when your kids leave home and tax planning after a big life change.
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Have more questions? Schedule a call below and see this list of FAQs.