Let’s see if we’re a fit.
Share a few details and we’ll reach out to set up a time.
What happens after you reach out.
Introduction
We’ll set up a quick 30-minute call. You ask questions, we ask questions, and we see if it’s the right fit.
Discovery
We dig into your goals, your concerns, and your full financial picture so we can see where we’d add the most value.
Roadmap
We walk you through what it would look like to work together.
No prep. No pressure. Just a relaxed conversation with a CFP® who’s here to help.
Prefer to reach out directly?
Frequently asked questions.
What would be helpful to bring to our first intro meeting?
Nothing is required—we’ll guide the conversation. But if you’d like to come prepared, a recent pay stub, your most recent tax return, and a list of your accounts (retirement, brokerage, savings) gives us a helpful starting point. Don’t worry if you don’t have everything—we’ll sort it out together.
What’s a fiduciary?
A fiduciary has a legal obligation to put your interests ahead of their own. All LifeSighted advisors are fiduciaries and have taken a fiduciary oath to treat you with the highest ethical standards.
Are you fee only?
We are an independent, fee-only firm. 100% of LifeSighted’s income comes directly from our clients’ fees. We refuse to receive commissions or kickbacks of any kind. This minimizes our exposure to conflicts of interest and best aligns us with your success.
What are your credentials?
Our team holds both their CFP® and EA credentials. CFP® stands for CERTIFIED FINANCIAL PLANNER™ and the marks are recognized as the highest standard in personal financial planning. Only those who have fulfilled the certification requirements—education, client experience, and a comprehensive exam—are able to call themselves a CFP®. Learn more at cfp.net.
An Enrolled Agent (EA) can represent taxpayers in front of the IRS. They earn this privilege by passing a three-part comprehensive IRS exam and have the same authority as an attorney or CPA in the eyes of the IRS.
Can you work virtually?
Absolutely! While you’re welcome to set up a time to meet in person, we primarily work remotely. Our clients are spread across the country, so we work entirely remotely. We find it’s far more convenient, saves travel time, and allows us to help more people than we could otherwise.