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Experience The Lighthouse Difference

Our wealth management program is a continuous, personal, and comprehensive service. We utilize our client centered expertise to assess your unique situation and partner with you to develop a strategy to help you meet your goals. Below are the steps to get you started.

1. Consultation

To help you determine if we are the right fit for you we offer a complimentary consultation so you can learn more about our services. We provide a basic overview of LFA as well as a quick review of your personal planning profile. This is your opportunity to learn how we are different and what sets us apart from other financial advisors.

Complimentary Phone Call: 30 Minutes

2. Financial Review

The next step in our process is a Financial Review where you have the opportunity to experience how we work while gaining valuable insight into your current financial situation. These meetings typically last approximately 2 to 3 hours and center around your three “burning” questions. We review your financials with a focus on your three immediate topics and provide written and actionable recommendations based on your financial situation. We offer some follow up and assistance with the execution of these recommendations beyond the initial meeting.

Fee: $900

2. Financial Review

The next step in our process is a Financial Review where you have the opportunity to experience how we work while gaining valuable insight into your current financial situation. These meetings typically last approximately 2 to 3 hours and center around your three “burning” questions. We review your financials with a focus on your three immediate topics and provide written and actionable recommendations based on your financial situation. We offer some follow up and assistance with the execution of these recommendations beyond the initial meeting.

Fee: $900

3. Wealth Management

Our Wealth Management program is a comprehensive and holistic approach to your financial well-being. Your initial year differs slightly from renewal years as the primary focus during your onboarding experience is to guide you through the powerful process of goal setting as it relates to your ideal future. As our relationship continues, life transitions will require coordinating and planning of proactive strategies to keep you on course. We will address each unique situation as it arises, and provide financial coaching throughout the year. As part of our ongoing service we also prepare your taxes annually.

FEE: Annual fee determined by income, assets, and complexity of work. Minimum $5,000/year

Find Your Goals

This Goals and Values Inventory is a powerful exercise that can help you both identify and prioritize your goals. Once you rate your goals, you will compare your most highly rated goals and decide which are most important. Then you will receive a list of your goals in rank order.

Ready to Start Your Financial Journey?