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For Incorporated Professionals...

You love what you do and your schedule is intense. At the end of the day, it’s not financial topics such as investment returns, life insurance, estate planning or tax mitigation strategies that you reflect upon, its about the people you have helped, the community you are part of, and the relationships you cherish.


Clear, competent and objective advice are concepts that mean something to you, to your practice, and to your profession. Your advice brings life changing benefits to your clients. Lifestyle by Design offers Advice Only financial guidance that we believe can bring life changing benefits to you, benefits such as balance, clarity, and even simplicity in your financial world, freeing you to focus on what really matters.


Our process is time effective, exceptionally thorough and constructive, helping you define and refine lifetime and lifestyle goals such as financial security, the timing of a partial or complete retirement, or perhaps exploring possible learning sabbaticals and volunteer opportunities while protecting your future standard of living.


We are different...

After a thorough consultation with you, we analyze your financial data, and as needed communicate and coordinate with your accounting professionals, your legal advisor, and your investment and insurance advisors for technical details. We compile, analyze and combine their best recommendations and our ideas into cohesive financials model that provide critical information on how to best move forward.


Information that is both easy to understand and time effective, yet will withstand the scrutiny of your accounting professional. We then construct and coordinate an implementation schedule ensuring that the most important elements in your financial life are aligned with your objectives.


We take the stress out of money and the time out of financial management, so that you can focus on balancing the important things in life; your family, your practice, and the ever-changing demands of your profession. To find out more, join us for a concept interview.

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Benefits for professionals...

  • Time effective.
  • Empowers decision making about how much to invest to protect your future standard of living.
  • Extract the greatest financial value from your incorporated practice.
  • More freedom to do what you enjoy, when you want, for as long as you want.
  • Safely explore financial alternatives before implementing change.
  • Achieve a greater understanding of your financial life, and its’ direction.
  • Explore options and alternatives that can add significant future value, peace of mind and certainty.
  • Consolidate financial information so that you can make timely and well-informed decisions.

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