The startup offers a wealth management system that provides tools and templates for a scalable, fee-based financial planning approach. This system addresses the inefficiencies of traditional financial planning and investing by enhancing the capabilities of advisors and meeting client needs more effectively.
Funding
$7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals and families struggle to align their financial decisions with their core values and long-term life goals, leading to a sense of being on "financial autopilot" without a clear purpose. Traditional financial planning often focuses on generic targets and investment products rather than a holistic view of the client's life, potentially resulting in misaligned priorities and missed opportunities.
Solution
Lifeworks Advisors offers a comprehensive financial planning and wealth management system designed to integrate clients' values and vision into every aspect of their financial lives. Through a flat-fee membership model, clients gain access to a dedicated team of financial advisors, CPAs, and insurance specialists who provide personalized strategies covering investments, cash flow, taxes, estate planning, business planning, and insurance. The system emphasizes ongoing quarterly meetings to review and adapt the financial plan to evolving life circumstances, ensuring clients maintain clarity, confidence, and control over their financial futures. Lifeworks' approach prioritizes aligning financial decisions with individual values, enabling clients to live richly today while building a solid foundation for tomorrow.
Target Audience
Lifeworks Advisors primarily serves individuals, families, and business owners who seek comprehensive financial planning and wealth management services aligned with their values and long-term life goals.
Features
- Comprehensive financial plan development that integrates client values and vision
- Quarterly review meetings to adapt the plan to evolving life circumstances
- Dedicated team of financial advisors, CPAs, and insurance specialists
- 1040 tax planning, preparation, and filing services
- Business planning and valuation services for business owners
- Estate planning services, including Will & Estate Plan
- Insurance services to review and optimize existing policies
- Personalized investment management platform using smart-beta investing strategies
- Cash flow projections to align investments with financial goals