Welcome to LifeSync®
Connecting Your Life and Your Money
Can your money help you lead a more rewarding and fulfilling life? It can, if you understand what your goals are, who and what you are saving and investing for, and when you need your money to work toward your goals. The LifeSync® experience provides the path to help you do this.
The LifeSync® experience helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you. The goal is to empower you to make informed financial decisions, big or small, simple or complex, that make a real and lasting impact on your life and for future generations.Experiencing LifeSync®
There are five stages in the LifeSync® experience to help you answer questions most important to you - whatever your journey.
What do I value most?
Understand
How can my money make the most impact?
Plan
What are my options?
Propose
What is my next step?
Implement
Am I still on track?
Revisit
How Does LifeSync® Work?
The LifeSync® experience was designed to help clients answer those typical questions weighing on their minds. What do I value most? How can my money make the most impact? What are my options? What is my next step? Am I still on track?
Your life is unique. Tailored to you and your specific needs, your advisor will pull together the resources, tools, and solutions to help you make the right decisions at just the right moments.
Understand
We listen and ask questions to discover who and what is important to you. This helps you define your values, goals, and priorities.
Plan
Your advisor can create a personalized plan to connect the pieces of your financial life using robust technology to simplify complex planning. Collaboration between you and your advisor is a key part of fine-tuning the plan to clarify goals and set the state for the future.
Propose
You will have choices to make. ifeSync® helps you compare your options and make informed decisions with the help of “what if” scenarios.
Implement
It’s time to put preparation into action. Your plan may include custom-tailored solutions and strategies to help you move the needle closer to achieving your goals.
Revisit
As your life changes – as it inevitably will – LifeSync® helps make it easier for you to adjust a plan through actively connecting with your advisor and access to mobile technology.
Implement
It’s time to put preparation into action. Your plan may include custom-tailored solutions and strategies to help you move the needle closer to achieving your goals.