Experience The Lighthouse Difference
We deliver holistic wealth management and tax planning under one roof—for a flat fee. With a clear process and a dedicated team, we make it easier to navigate complexity and stay focused on what matters most.
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 and Tax Planning
Our Wealth Management and Tax Planning 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 coordinated, forward-thinking strategies to keep you on course. We will address each unique situation as it arises, and provide personalized financial coaching and unlimited advice throughout the year. As part of our integrated service, we proactively plan for taxes and prepare your returns annually—ensuring your financial life stays aligned, efficient, and fully supported.
FEE: Annual fee determined by income, assets, and complexity of work. Minimum $6,000/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.