Two relationships to help you align your purpose with your finances.

LifeDesign

For those looking to design a life plan aligned with their authentic life.

As we have evolved as a firm, so has our vision of what financial planning should look like. We believe the financial advisor relationship should be more consultative and collaborative, less dictated and more focused on the personal components than the spreadsheets.

Enter our LifeDesign relationship—read here for more on how LD came to be.

LifeDesign is for the individual or family looking to design a life plan to bring their authentic life to reality. 

The LifeDesign relationship is based on The Kinder Institute Of Life Planning’s EVOKE process–focusing primarily on the E,V, and O. 

Over the course of four meetings we will EXPLORE from a high level what your authentic life might look like, create a clear VISION of your authentic life by having a conversation centered around your answers to the Three Questions and your Heart’s Grid exercises, review the OBSTACLES that could potentially stand between you and living your authentic life, and end with a plan for you to move forward, address the obstacles in your way, and closer to your authentic life.

Between meetings you will be asked to complete some inspirational exercises to help facilitate our conversations and bring more clarity to what your authentic life looks like:

• Kinder’s Three Questions

• Your Heart’s Grid

• Typical vs. Ideal Day, Week, and Year

• Goals For Your Life

At the end of the final meeting we will discuss how to align your life plan with your financial plan, which can be continued with RLS Wealth if mutually agreed upon.

Fee Schedule:
$5,000 for individuals
$7,500 for couples
(½ of fee due in meeting one and remaining ½ after meeting four)

If continuing with financial planning, the ongoing AUM fee is:
1% up to $1,000,000
.75% $1,000,001 - $3,000,000
0.50% $3,000,000+
(this is not a blended fee schedule; the tier of AUM is the fee for all assets managed).

LifeDesign+™

For those looking to connect spirit, mind, body, and money in their pursuit of their authentic life.

LifeDesign+ is for the individual or family looking to connect spirit, mind, body, and money. By connecting these four areas of life, we believe our clients can find and live their authentic lives—read here for more on how LD+ came to be.

The LifeDesign+ relationship requires a significant commitment from both you and us but can yield life changing results:

• Monthly meetings held on the same day and time each month. Missing two meetings will result in termination of the relationship.

• Completion of tasks in Notion Dashboard including journaling, mindfulness practice, fitness routine, and a spiritual practice.

• Having a creative outlet that has consistent creation.

• Our WealthManagement financial planning relationship with an annual financial plan update meeting.

LifeDesign+ is a high touch, high impact relationship designed to help clients find their authentic life. It is more life coaching and design than financial planning, hence LifeDesign+, with financial planning being the (+).

We only welcome 1 LifeDesign+ client per month, given the scope of the relationship.

Fee Schedule:
$1,000 a month plus 0.35% Assets Under Management (AUM), if desired.