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Who We Serve

Set your financial plans in motion now to control your financial autonomy later

Working together now, we help you make critical decisions while you are healthy, clear, and vibrant because you never know what can happen tomorrow. Then, we advise you along the way so you can focus on living into it.

Happy Senior Couple

You know how to make great decisions in life. But when it comes to creating financial security, you want to know that you are making the best decisions. Perhaps you enjoyed accumulating financial resources, but now you want to enjoy your best years free of worries and concerns. You want a trusted advisor who can help you create a financial life plan, a plan that will protect your security and allow for new experiences and excitement. Clients who work with me appreciate my conscientious holding of their financial dreams and wellbeing.

Senior Woman in Cafe

You might find yourself in transition, with a complex financial portfolio that is now like a house that is bigger than you want to live in alone. You are confident in other areas of your life but lack confidence in your decision-making when it comes to money. Clients who work with me appreciate that I help them 1) identify what matters most, 2) take the time to make decisions together with care, and
3) empower them to live their most meaningful lives.

Adult Child with Parent

You want to make sure you can take care of yourself and ensure you have the resources to make things easier on your loved ones. Whether I’m working directly with you or helping your adult children advocate for you, I free the planning process by reducing the stress around it. Clients I work with appreciate how I help them keep the process clear and simple. Working together, we build a support team and resources to help them live as independently as possible.

Working together now, we help you secure the financial life you dream of . . .

Proud Grandfather Cuddling Baby Grandson In Nursery At Home

Plan now for Ideal Aging

and be in control of your financial life and legacy

Values and Use of Money

Align your financial life

with the dreams you want to protect

Find Your Financial Comfort Zone

Get control

of your cash flow, develop a savings plan and invest appropriately to shape how you want to live your life

“Just because we don’t know the future doesn’t mean we’re left helpless; there’s genius and creativity in preparation.”

~ Margaret Heffernan

Plans vs Reality Illustration

At LifeCraft Financial Planning we offer a compassionate problem-solving approach to help you envision and plan for life’s best possibilities. When you work with us, we walk side by side with you, to help you live with ease because you’ve aligned your values with your financial life and you’re accomplishing your goals. The only way to do financial planning to achieve these results is by offering advice that is unique to you and is always in your best interest. We are transparent in the way we understand our fiduciary duty: we are paid a preset price that is all inclusive based on your assets, your income and the complexity of your situation.