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How We Help

Through an intuitive and personal process, our team of advisors will develop a plan that puts your needs and goals at the forefront. We will manage your accumulated assets, and make sure your plan stays on track with continued monitoring and ongoing assessments. We have the ability to take care of your finances, so you can do what you enjoy. Run your business, care for your children, and excel in your career. Let us do the rest.

Women in Transition

As a woman, your financial needs and goals are different from those of your male counterparts. This is especially true of women who are in transition. Women face many transition periods during a lifetime, and can benefit from the dedicated attention of an advisor who understands. We specialize in working with women who are in the midst of a major life transition, including:

  • Starting a career
  • Getting married
  • Planning a family
  • Changing careers
  • Divorce
  • Loss of a spouse

The financial implications that each of these events has on a woman cannot, and should not, be ignored. With each transition, comes important financial decisions that must be made in a timely and thoughtful manner. Life Plan Investments has the knowledge, insight, and care to help in these delicate situations.

Concierge-Level Business Services

Our team has developed a high-level of expertise in working with successful business owners and entrepreneurs. We understand the complexities involved with managing business and personal finances, and are dedicated to providing a concierge level of service to business owners. The financial solutions we offer are unique, and address the unique needs business owners face as they grow, protect, and preserve their assets.

  • Payroll
  • Debt & Cashflow Management
  • Retirement Planning
  • Bookkeeping
  • Part-time CFO
  • Business coaching

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