Your Lifestyle Story

In providing you an improved lifestyle, we take a look at three areas, your money, time, and passion. By looking at these key areas, everyone has a story. What we do is identify your story, your objectives, your challenges, and immediate places to make improvements. Our fundamental belief is that life is a GET TO not a HAVE TO.

Regardless where you are in terms of assets, income, control over your time, and living your passion, there are always immediate steps to take to make an immediate and long-term positive change.

You are the Captain. Let us be Your Ship, Compass, and Crew!

Our services begin with you and your desire for a better lifestyle for yourself, business, or family. 90% of our process is helping you think differently about money! Then we collaborate, educate, and execute to make your lifestyle dreams a reality. For us to help you, you must be open-minded, motivated, and committed. If you have those qualities, you have what it takes to be an effective captain of your lifestyle financial plan.

Once you have decided you want to work with us, we help you build your ship: this is what we call a Lifestyle Financial Blueprint. Your compass is the specifics of your blueprint that will get you from point A to point B, Point B to C and so on. Through this process there is complimentary education (no clock watching), to ensure each step is executed. To do that, we ensure the financial services we implement align to the way you live. We also make sure you fully understand the concepts behind the services. Along the way, there is a good chance you will have some “ah-ha” moments and say to yourself, “I never knew I could do it that way!”

Once you have a plan, the LFP experts—your crew—are constantly collaborating with you to improve your lifestyle. Isn’t nice to know your financial and lifestyle objectives are all in one place for you?

Challenges We Face

  • Saving Money
  • Financial Security
  • Being in control financially
  • Having financial options
  • Communicating about finances with spouse, parents, or kids
  • Establishing and Emergency Fund
  • Budgeting
  • Eliminating Debt
  • Mitigating Taxes
  • Financial Literacy
  • Clarity of objectives
  • Planning for Possibility
  • College Planning
  • Eliminating Limiting Beliefs
  • Increasing Income
  • Effective Time Management
  • Utilizing Benefits
  • Mitigating Risks
  • Using Other People’s Money
  • Running a Business/Starting a Business
  • Income Distribution
  • Wealth Transfer
  • Accumulating Wealth

Solutions through our Network


  • Financial Snapshot and review
  • Increasing Savings
  • Effective Budgeting
  • Eliminating Debt
  • Utilizing Benefits
  • Tax Strategies
  • Accumulating wealth
  • Income Distribution
  • Life Insurance, long-term care, disability
  • Wealth Transfer
  • Lifestyle Leveraging Concept
  • Liquidating Assets
  • Optimizing Estates
  • Multi-generational planning
  • Healthcare

Personal Development

  • Clarity of objectives
  • Financial literacy
  • Possibility Planning
  • Eliminating limiting beliefs
  • Effective time management
  • Increasing Income
  • Monetizing Passion


  • Reduce costs purchasing a home
  • Refinance
  • Small Business
  • Using Other People’s Money (OPM)


  • Management Advisory
  • Legal Structure
  • Mergers and Acquisition\
  • Securities litigation
  • Venture capital and buy-outs
  • Intellectual property
  • Legal coaching
  • Estate planning
  • Divorce
  • Wills and trusts

Business Planning

  • Financials Analysis
  • Bookkeeping
  • Operations
  • Increasing Revenue
  • Business Plans
  • Profit Maximization
  • Leadership Development
  • Legal
  • Expansion
  • Employee Production and retention
  • Mitigating Taxes
  • Company benefit structures
  • Finding Capital
  • Outsourcing Time

College Planning

  • Secondary Education Consulting
  • Grants and Scholarships
  • Reducing College Costs
  • College Comparison Analysis