Financial Life Strategies
At Financial Life Strategies, we like to keep it simple and organic.
Learn more about how our Evergreen System is rooted in active purpose.
We help you discover what financial success means to you by exploring your goals, developing an understanding of your current situation, and helping you plan for life events.
Once we understand your current situation and your future goals, we’ll develop a customized strategy just for you. This strategy could include a retirement plan, investment portfolio, insurance* and estate planning, and more.
We’ll meet regularly to review your goals, measure and monitor your progress, and implement new strategies as needed.
Our Evergreen System for financial planning and wealth management involves lifelong collaboration and active engagement with clients. This system creates a purposeful and personalized experience. We care as much as you do about getting this right.
Great financial planning requires a tailored approach. At Financial Life Strategies, your journey will begin with a comprehensive assessment of your individual circumstances and future goals.
1
We believe in collaboration, transparency, and active purpose. By rooting our partnership in trust, shared goals and committed professionalism, your financial plan will remain strong enough to weather any storm
2
We’ll start at the CORE by discussing your goals, objectives, and values.
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We’ll determine what’s important to you by sharing ideas for strategies and implementation for your feedback.
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Well take a TACTICAL approach, hand-selecting strategies that suit your individual needs and goals.
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Finally, we’ll get ACTIVE by implementing those strategies and reassessing regularly–so you don’t want off-trail.
With Financial Life Strategies’ extensive experience, proven processes, ongoing support, and genuine care, your financial growth will reach new heights.
Investment decisions can be emotional, but they don’t have to be. Our approach actively adjusts to the market. This allows us to take advantage of the good times and pursue prudent risk management during the bad times. While leveraging technology to manage investments, we firmly believe in the value of a personal touch.
Once your initial plan is in place, we’ll schedule regular reassessments and
opportunities to make adjustments based on life changes or market shifts. In the
meantime? You can focus on your work, your family, or your stand-up paddleboard
—whatever matters most to you.
We believe in getting to know every single one of our clients, and maintaining a transparent, trusting relationship for life. This approach is, unfortunately, quite rare—but it’s effective. By taking the time to get to know you, keep you informed, and reassess your plan, we make it easier to achieve your goals.
If this doesn’t sound like the relationship you have with your current advisor, consider setting up a meeting with us today.
Wealth management and financial planning can be complex, and it’s important to ask questions before (and even after!) you commit to a Portfolio Manager. If you need more information, check out our Frequently Asked Questions (or just give us a call).
