Your Wealth. Your Story. A Relationship That Grows With You.
At Life Story Wealth Planning, we partner with you to build a lasting relationship — not just a financial plan.
Why We're Different
Most firms charge you every year. At Life Story, we take a different approach: a one-time onboarding fee and waived annual planning fees for qualified clients. This allows us to focus on your long-term success, not your portfolio balance.
No AUM Fees
At our firm, we believe in transparency and simplicity when it comes to fees. That’s why we do not charge ongoing AUM (Assets Under Management) fees. Unlike traditional advisors who take a percentage of your assets every year, we allow your investments to grow without being reduced by recurring costs.
Transparent Fee Structure
We charge a one-time onboarding fee and only earn when returns exceed 6%, ensuring no recurring costs and aligning our success with yours.
Personalized strategies
We provide dedicated advisor relationships for ongoing guidance and clarity, with comprehensive support, including held-away accounts.
Holistic Financial Planning
We provide integrated strategies for investments, tax, and estate planning, working with CPAs and attorneys for seamless execution.
Proactive Risk Management
We offer advanced strategies to protect portfolios in volatile markets, with customized investment plans tailored to your goals and risk tolerance.
Our Approach
Listen to Your Story
A financial planning firm helping retirees achieve their goals with transparent, results-driven solutions.
Craft Your Plan
We simplify financial planning and investment management, focusing on clarity and performance.
Walk With You
To give our clients confidence and control over their financial future.
How We Support Your Story
We provide comprehensive financial services, including tailored investment management, strategic financial planning, and proactive risk management.
Financial Life Planning
We craft personalized plans to align with your retirement, estate, and wealth goals—ensuring a secure financial future.
Investment Management
We design and manage custom portfolios focused on long-term growth, performance, and minimizing unnecessary costs.
Retirement Income Planning
We develop income strategies that provide stability in retirement while protecting and preserving your assets.
Estate & Legacy Planning
We guide you through strategic legacy planning to protect your wealth, reduce tax impact, and fulfill your long-term wishes.
Who We Are
At Life Story Wealth Planning, our team approaches investing with a simple belief: your journey deserves more than a one-size-fits-all plan. While many advisors tell clients to “just stick to the plan” no matter what, we believe that real-life financial planning requires flexibility, responsiveness, and thoughtful navigation.
We give individuals, families, and retirees confidence and control over their financial future.
Confidence in your future
Peace of mind for your family.
Freedom to live your story fully.
No Recurring Fees
what to expect from your Life Story Wealth Planning Team
Expert guidance, personalized strategies, and a commitment to your financial success.
Qualification Call
Book your qualification call to uncover how we can meet your specific needs.
Detailed Review
We'll schedule a follow up call to review more of the details of your situation and make specific recommendations.
Onboarding
If you are qualified, we'll bring you on board as a new client, walking through the most important challenges in your financial life together.
Implementation
We'll implement the plan with you and work to see your future dreams become realities.
Ongoing Guidance
We will meet regularly to ensure your ongoing success throughout the twists and turns of life.
Proactive Advice
We will seek opportunities to smooth out the path ahead, creating clarity and confidence in your future.
