Life-Wealth Planning is the philosophy that guides our work. It’s the conversation we lead with – your goals and dreams, your vision for your life, family and causes, your calling and beliefs about stewardship. We follow with conversations about wealth and how your wealth can power your calling. It’s where we embed your wealth choices in the context of your greater life goals, and it’s driven by the belief that aligning your wealth with your life is the only conversation about money that will ever bring confidence and fulfillment.