Our Process
Step 1: Discovery & Alignment
Understanding Your Complete Picture
More than gathering numbers, we dive into:
Your goals and values
- Current financial structure
- Tax situation and opportunities
- Risk management needs
- Estate planning wishes
- Business considerations
- Family dynamics
This isn't about filling out forms—it's about understanding what truly matters to you and your family.
Step 2: Strategic Design
Creating Your Custom Blueprint
Our team of specialists collaborates to:
- Analyze your current situation
- Identify immediate opportunities
- Design tax optimization strategies
- Create investment approach
- Develop protection strategies
- Outline estate planning needs
- Structure business integration
Every recommendation is made within the context of your complete financial picture.
Step 3: Delivery of Solutions
We handle all the details for you:
- Account transitions
- Investment positioning
- Tax strategy implementation
- Insurance optimization
- Estate plan coordination
- Business strategy integration
- Professional team coordination
You'll know exactly what's happening at every step, without having to manage the complexity yourself.
Step 4: Dedicated Partnership
We stay ahead of your needs through:
- Regular strategy reviews
- Proactive tax planning
- Investment monitoring
- Risk assessment
- Estate plan updates
- New opportunity identification
- Continuous coordination
This isn't a one-time plan—it's an ongoing partnership focused on optimizing your wealth outcomes.
The Five Pillars of Our Approach
At Lifetime Advisors Group, we’re a little bit different from other firms.
For most individuals and families seeking advice on their financial, tax, insurance, investment, or legal needs, they are forced to meet with different professionals. Those professionals operate in silos and they don't all collaborate on your behalf. In many cases, each of those professionals are just trying to sell their individual products or services.
The result is that you may have a lot of puzzle pieces — investment products, insurance policies, tax services, maybe even a will or a trust — but no picture on the front of the box to show how they all come together. That’s where we come in as skilled practitioners in all aspects of your finances and a process that helps you meet even the most complex needs.
Client Experience Timeline: Phase 1
CLIENT ACTION
Welcome (Day 1)
• Introduction to your Bucket Plan
CLIENT ACTION
Meeting - Find Your Path Visit (Up to Day 30)
• Where do you want to go?
• Where do you want to go?
• When do you want to get there
• What do you want your journey to look like?
Meeting - Plan Delivery Visit (Up to Day 60)
• Review our analysis
• Review our analysis
• Present recommendations
• Create Action plan
• Can be 1 to 2 meetings
CLIENT ACTION
Implementation & Onboarding
• Setting your plan into action
Progress & Alignment Check-In (Day 90)
Progress & Alignment Check-In
• Accountability check-in
Personal Progress & Alignment Check-In (Day 270)
CLIENT ACTION
Focus on Growth and Future (Day 365)
• Review Goals
• Review Goals
• Update financial data
• Schedule year ahead strategy
• Proactive setting
Enter Phase 2
Step 1: Initial Introductory Call
A relaxed discussion to explore if we're the right fit for your needs.
Step 2: Discovery Meeting
A deeper dive into your complete financial picture and objectives.
Step 3: Strategy Meeting
We present our comprehensive recommendations and implementation plan.
Step 4: Welcome Aboard
Our team handles all the details of implementing your strategy.