Our Services: Values-Centered Planning

At Life Design Financial, we focus on more than just your money. We spend time getting to know you so we can integrate your beliefs, core values, relationships and experience into your financial plan. We will learn what your personal and professional goals are and then align those goals with your financial plan, including risk tolerance and time line. Using a comprehensive approach, we will create a long-term financial strategy that is tailored to fit your life.

We develop a customized, values-centered financial plan for you through our unique four-step process:

Step 1:  Identifying Objectives and Strategies. Understand who you are and what you want.

Financial planning is not a “one size fits all” process. In our initial consultation, we’ll identify your core values, beliefs and goals. We’ll discuss these each time we meet to see what changes may have occurred, and we’ll adjust your financial strategies accordingly as you continue to pursue specific goals and objectives.

Step 2:  Understanding and exploring your options and making recommendations.

Your financial future is incredibly important to us, so we will take the time to thoroughly explain all of your options so you can feel confident and secure that you are making the right decisions for your life. We will also make recommendations about what we feel best fits your situation. The final decisions about what to invest and where will be up to you, but we’ll be here to advise you along the way.

Step 3:  Determining your risk profile and implementing your personal financial plan.

Most people would agree that as we reach retirement, we should take fewer risks with our money. We’ll examine how much of your retirement savings is at risk and how much needs to be protected to provide a guaranteed income. We will then create a customized financial plan specific to your needs and goals.

Step 4:  Periodically review your plan, your present financial situation and evaluate results.

Our work doesn’t end with the creation of a financial plan and management of your assets. We’ll provide ongoing support and advice, including periodic meetings to provide accountability and ensure that your long-term financial plan is on target. We will communicate with you regularly about the status of your financial plan and investments, and keep you updated on economic and product changes that will affect your plan. We’ll also provide educational materials to keep you informed and be available to answer your financial questions whenever you need us.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital.


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