Working with LCA
We will help you bring order to your financial life, by assisting in getting your financial house in order; at the macro level of investments, insurance, estate, taxes, etc., and also at the micro level of household cash flow.
We will help you follow through on financial commitments, by working to prioritize your goals, illustrate the steps you need to take, and regularly review your progress towards achieving them.
We bring insights from the outside to help you avoid emotionally driven decisions in important money matters, by being available to work with you at key moments of decision-making, doing the research necessary to help you have all the information.
We work with you to anticipate your life transitions and to help you be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice.
We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf with your permission, and offer transparency around our own costs and compensations.