The LifeWorth Process

Our team will collaborate to create your unique personalized plan. Just as “Rome wasn’t built in a day”, neither will your financial plan.

We dedicate quality time to make thoughtful decisions to ensure your financial future is built on a solid foundation. Below is a typical flow of first year meetings.

We understand that you lead a busy life and when possible will combine meetings and or use virtual meetings to ensure that you and we are giving your plan the attention it deserves.

We promise to make it enjoyable!

Meeting One:

Listening and Learning

  • Goal setting
  • Investment Philosophy
  • Financial Independence
  • Risk Management Review
  • Education Funding

Meeting Two:


  • Review Financial Plan
  • Provide Portfolio Recommendations
  • Provide Insurance Recommendations

Meeting Three:

Finding Economy Efficiencies

  • Income Tax Review*
  • Review First Portfolio
  • Performance Report

Meeting Four:

Legacy Planning

  • Estate Planning Review
  • Philanthropic Planning
  • Family Meeting (optional)

Meeting Five:

First Advisory Review
Beginning Year 2

  • Advisory Review
  • Assessment Interview

Want to learn more?
We would love to hear from you!

*Financial Advisors and Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.