Financial Planning
At LifePath, we believe financial planning should reflect the life you’re meant to live—not just the wealth you’ve built. It’s not about chasing numbers; it’s about aligning your finances with what truly matters—your values, your family, your future.
As trusted guides, we walk alongside you to craft a personalized strategy that evolves with every season of life—whether you’re growing your career, navigating a major transition, or stepping into retirement with confidence. We help you enjoy the fruit of your hard work today, while protecting and growing what you’ll need for tomorrow.
Our mission is simple: to help you live with clarity, confidence, and purpose—so your money supports a life well-lived, not just well-funded.
Bring your vision into focus, your values into action, and your future into alignment.
At LifePath, we believe financial planning should simplify your life—not complicate it. You deserve clarity over confusion, confidence over hesitation, and a clear path forward—not a cloud of uncertainty.
That’s why our process starts with you—your values, your vision, and what a meaningful life looks like to you. From there, we integrate every financial component—investments, income, taxes, estate planning, business strategy, insurance—into one cohesive plan that evolves with you.
Because when your financial life is aligned with your purpose, everything moves forward with greater intention—and far less stress.
The Financial Planning Process: Powered by Partnerships, Integrations, & Interactive Features.
We’re proud to have a strategic partnership with fpPATHFINDER, a leading resource that brings structure, clarity, and precision to even the most complex financial decisions. Their expertly designed checklists and flowcharts are seamlessly integrated into our planning process—especially during quarterly reviews—so that nothing important slips through the cracks.
For our clients, this partnership means:
Fewer missed opportunities – From tax strategies to retirement contributions, we ensure key planning windows don’t go unnoticed.
Proactive decision-making – Each quarter becomes a chance to stay ahead of life’s changes, not just react to them.
Greater clarity and confidence – Complex topics are broken down into clear, step-by-step choices, so you can make informed decisions aligned with your values.
At LifePath Advisors, this collaboration supports our core promise: to walk alongside you with thoughtful, holistic advice that empowers you to live with purpose, confidence, and peace of mind—every step of the way.
Real-life guidance aligned with your life.
Most traditional firms profit only when you transfer your investments to them, creating a built-in conflict of interest that prioritizes their bottom line over your goals. We do things differently. By separating fees for financial planning and investment management, we eliminate that conflict, ensuring our advice is truly independent and fully aligned with your best interests. This transparent approach empowers us to focus solely on what matters most: helping you achieve your dreams with integrity and unwavering dedication.
What You Receive with a Lifepath Monthly Membership:
$200 per month*
• A Living, Breathing Financial Plan Aligned with Your Values
• A comprehensive, purpose-driven financial plan tailored to reflect what matters most to you—your values, vision, and goals.
• Designed to evolve with you through life’s transitions, this plan becomes your blueprint for clarity, confidence, and intentional living.
• Quarterly Strategic Planning Meetings
• Proactive, scheduled check-ins every 90 days to assess progress, adapt to life changes, and refine your financial strategies.
• We don’t just “set it and forget it”—we help you stay focused, make confident decisions, and ensure your plan always reflects your current priorities.
• A Virtual Family Office-Style Advisory Team
• You’ll work with a dedicated team who knows your story and treats your future like their own.
• From planning to investments, tax strategy to legacy planning, we coordinate every moving piece—so you don’t have to.
• High-touch service without the high-net-worth complexity.
• Risk Mitigation Strategies to Safeguard Your Future
• Comprehensive analysis of potential threats to your wealth and well-being— such as market volatility, illness.
• Strategic planning to help you sleep well at night, knowing your family’s future is protected from the unexpected.
• Asset Protection & Smart Structuring
• Proactive guidance on titling, trusts, insurance, and legal frameworks to shield your wealth from lawsuits, predators, or missteps.
• Ensure your financial structure works for you—not against you—across all stages of life and business.
• Ongoing Retirement Strategy & Income Planning
• We don’t just look at your account balance—we design a resilient retirement income strategy that aligns with your vision for life after work.
• From tax-smart withdrawals to Social Security timing and Roth conversions, we help you build income you can count on, with flexibility and purpose.
* Monthly fee is for planning only. Should you invest with us, Lifepath charges a simple investment management fee starting at .80%. (This is called a “wrap fee” in industry term). There are no trading fees, commissions.
Our promise to you:
❌ No hidden fees, or kickbacks … ever.
❌ We don’t require you to move your money.
❌ No high-pressure sales tactics. We’re here to serve.
❌ No risk or style buckets. Investments personalized to your plan.
Discover the benefits of membership
Imagine stepping into a financial planning experience designed exclusively for you. As a Lifepath member, you gain access to a world of privileges and possibilities that cookie-cutter firms simply can’t offer. Here, your goals, values, and dreams drive every decision, transforming your financial future into one of clarity, confidence, and purpose.
This isn’t just planning—it’s a partnership. Join the Lifepath membership and discover what’s possible when your financial strategy is as unique as you are. Your transformation begins with just one click.