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 time and expertise to making thoughtful decisions to make sure you build your financial future 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 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.