LifeSync®, our approach to support your financial needs

LifeSync helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you. It’s how we approach advice and planning. Our goal is to provide an experience that empowers you to help you make informed, confident decisions and adjust as your goals and life may change.

There are five stages in the LifeSync experience to help you answer questions most important to you — whatever your journey:

Step 1: Understand

We listen and ask questions to discover who and what is important to you. This helps you define your values, goals, and priorities.

Step 2: Plan

We can create a personalized plan to connect the pieces of your financial life using robust technology to simplify complex planning. Collaboration between you and our team is a key part of fine-tuning the plan to clarify goals and set the stage for the future.

Step 3: Propose

You will have choices to make. LifeSync helps you compare your options and make informed decisions with the help of “what if” scenarios.

Step 4: Implement

It’s time to put preparation into action. Your plan may include custom solutions and strategies to help you move the needle closer to achieving your goals.

Step 5: Revisit

As your life changes — as it inevitably will — LifeSync helps make it easier for you to adjust a plan through actively connecting with our team and access to mobile technology
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The LifeSync Approach

Wealth of your magnitude deserves — and demands — insightful advice with continual planning that empowers you to make financial decisions that align with your goals. My clients use the LifeSync approach to help maximize their wealth through real-time advice based on life’s ebbs and flows, paired with visual analysis that projects outcomes based on changes to their personalized wealth plan.

How LifeSync Works


Our LifeSync approach provides an ideal way for us to have spirited collaboration and in-depth analysis to help review and manage your wealth through an all-encompassing lens.

  • Uncover what motivates you (and why)
  • Answer important questions to design investment strategies aligned with your goals
  • Move towards life’s most important moments through cultivated, specialized guidance
  • Explore multiple scenarios and their outcomes based on your circumstances at any moment
  • Revisit your plan to address your ever evolving needs
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A modernized approach to advice

Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.

eMoney Advisor® — Connecting your money to what is important in your life


eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
 

*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.