How We Support Your Story
Expert financial solutions tailored to your goals, from investment management to risk protection.
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.
How We Invest Differently
At Life Story Wealth Planning, we believe successful investing isn’t about setting a course and sticking to it blindly—it’s about navigating real life. Like driving a car, smart investing requires knowing when to accelerate, when to slow down, and when to take a new direction entirely.
That’s why we don’t follow a one-size-fits-all plan. Our investment management is active, adaptive, and outcome-focused—crafted to move in rhythm with your evolving life story.
Helping you gain confidence in every financial decision
We provide clear, strategic guidance so you can make informed, confident financial choices at every stage.
Ensuring your legacy lives on through thoughtful planning
We help protect your wealth and values through personalized estate and legacy strategies.
Turning dreams into achievable steps with proactive guidance
We turn big goals into real progress through personalized, step-by-step planning.
The Client Experience
A Journey Designed Around You
At Life Story Wealth Planning, our process is built to reflect your unique goals, values, and the story you’re writing with your life. Every step is personal, intentional, and designed to evolve with you.
Story Discovery Session
We begin by listening. In this conversation, we uncover what truly matters to you — your dreams, fears, goals, and the people you care about. It's not about numbers first; it’s about understanding your story.
Life Strategy Mapping
Together, we develop a tailored strategy that aligns your finances with your life. From retirement and investment to legacy planning, your roadmap is clear, flexible, and designed to adapt.
Ongoing Relationship & Adjustments
Life changes — and so should your financial plan. We stay with you, continuously reviewing and adjusting your strategy to keep pace with life’s twists.
A Limited Client Model, Built for You
To ensure high-touch, deeply personalized service, each advisor works with only a select number of families. This allows us to focus fully on what matters most: your goals, your challenges, and your unique story.
Transparent Fees. No Ongoing AUM Charges.
We believe your trust should never be tied to hidden fees or growing account balances and our model is simple, transparent, and designed to put you in control of your financial future.
We charge a simple 2% one-time onboarding fee (minimums apply), and we only succeed when you do. Your goals are our goals — and that’s the only direction we’re moving in.
No ongoing AUM fees
Because you deserve advice that’s aligned with your interests, not your portfolio size.
Frequently Asked Questions
Find answers to common questions about our financial services and how we can help you achieve your goals.
What makes your financial advisory different?
We prioritize transparency with no recurring fees, offering performance-based pricing and personalized financial strategies tailored to your goals.
How do performance-based fees work?
Instead of charging traditional management fees, we only earn when your investment returns exceed 6%, aligning our success with yours.
Do you offer virtual consultations?
Yes, our digital-first approach allows us to serve clients nationwide through secure virtual meetings, ensuring seamless financial guidance.
Who can benefit from your services?
Our services are designed for retirees, pre-retirees, affluent individuals, and families seeking strategic financial planning and wealth management.