DESIGNERS
The Lifestyle Designer
You're a Lifestyle Designer—someone who wants your money to support a life of purpose, creativity, and freedom.
You’ve built a vision of how you want to live—and now you’re looking for a trusted expert who can help make that life sustainable, secure, and successful.
Decision-Making Style: Guided
You’re happy to let a professional lead—as long as they truly understand your goals. You want guidance, not control.
Financial Motivation: Lifestyle-Oriented
You want to live well on your terms—whether that means travel, flexibility, work-life balance, or passion projects.
Pace & Communication Style: Thoughtful + Informed
You like room to process new ideas, but you don’t want financial planning to take over your life. You appreciate clarity and efficiency.
Values and Priorities
- A lifestyle plan that supports today and tomorrow
- Practical advice aligned with your values and priorities
- Freedom from financial stress or disorganization
- Trusted recommendations from someone who "gets it"
Potential Blind Spots
- You may under-plan for longevity, health, or risk
- You might avoid financial tasks that feel overwhelming
- Focus on lifestyle can delay estate, tax, or investment action
How We Work With Lifestyle Designers
We help Lifestyle Designers build intentional, adaptable financial plans that support freedom without friction. From simplifying your investments to coordinating your cash flow and risk planning, we align every detail to support your ideal life.
You don’t need to be a finance expert. You just need a guide who speaks your language.
Let’s design a plan that supports your lifestyle, not the other way around.
Book a discovery call to learn how we support clients like you in building clarity and ease into their financial lives.
Click Here to Schedule Your Call now.
You’ve imagined your life beautifully. Let’s fund it, fearlessly.