Thanks for your interest in Livelihood! We're glad you're here.
We're going to review a few things to make sure we are likely to be a good fit before we get to scheduling. It won't take long.
If at any point you do not feel that Livelihood is likely to be a good fit for you, we suggest you check out the Advice Only Network or the XY Planning Network.
Unfortunately, we are not currently taking clients who reside in the following states: California, Washington, Texas, Illinois, and Louisiana.
Sorry, friends!
We specialize in early- and mid-career clients. If you are hoping to stop work in the next 5 years, we probably aren’t the best fit.
We focus our practice on individuals who earn less than $200k/year and couples who earn less than $375k/year.
Working with a financial advisor can be time consuming, especially if it's new to you.
We find that most clients spend 5-15 hours during our initial engagement providing us with information, attending meetings, and completing tasks.
You made it! We can't wait to meet you! Please provide some basic information below and then you will be invited to schedule your consult.
If you have a partner that is likely to engage in this financial planning process with you, please include their contact information as well.
