About

Life Story Financial's philosophy is that open, honest conversations about life and money can lead to overall well-being. The firm helps busy business owners and corporate executives who want an organized financial life and a long-term plan for theirs and their family's financial future—so they can worry less and enjoy more. 

Life Story Financial is a fully independent, fiduciary firm offering fee-only services including comprehensive financial planning, retirement planning, investment management, employer retirement plans and hourly financial advice.