Comprehensive Financial Direction

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. A planner can play a central role in helping you meet your life goals.

Life Strategies, LLC will develop a Comprehensive Financial Direction based on all facets of your life. We help you understand, prioritize and integrate your competing wants and needs into workable financial plans.

Your information and our personal conversations regarding your life goals and values are the foundation of the financial plan that we will prepare for you. Below are three worksheets that can be helpful in this process.

Personal Insights About Life Balance 44K (pdf)
Defining True Wealth 27K (pdf)
Life Transitions Survey 430K (pdf)

More information about financial planning:

What You Should Know About Financial Planning 284K (pdf)
This CFP® Board of Standards brochure explains financial planning and its benefits. It describes what you should expect and highlights the importance of your role in the financial planning process.

Ten Questions to Ask When Choosing a Financial Planner 280K (pdf)
The questions in this brochure, published by the Certified Financial Planner Board of Standards, will help you interview and evaluate a Financial Planner that is right for you. You will want to select a competent, qualified professional with whom you feel comfortable and whose business style suits your financial planning needs.

Why You Should Choose A Certified Financial Planner Practitioner 168K (pdf)
This brochure from the Certified Financial Planner Board of Standards provides information about the importance of selecting a financial planner that has the highest qualifications and ethical standards.