Click here to view our complete values-centered process.



Schedule a 90-minute consultation to explore your situation and learn how we can help you.

We will customize a plan that’s designed to help you get more out of your time and money.

Once you decide to get started, we are with you every step of the way.

For many of our clients, the plan is three easy steps:

An Initial 90-Minute Meeting

  • About you
  • About One Life Financial Group
  • Customize your plan

An Onboarding Call

  • Meet the team
  • Review cash flow assumptions
  • Gather outstanding documents & information
  • Introduction to new planning tools

Values and Vision Meeting

  • Values & vision assessment
  • Discuss your core values
  • Brainstorm ideas & opportunities
  • Clarify financial life goals
  • Discuss planning opportunities

*Services beyond the Initial 90-Minute Meeting require an agreement. An Ongoing Services Agreement is required to open and fund accounts. You are under no obligation to engage in ongoing services.

Investment Planning Meeting

  • Open and fund your accounts
  • Develop your financial plan
  • Risk management and investment strategy
  • Social security analysis and plan integration
  • Tax-efficient distribution
  • Discuss implementation

Implementation Meeting

  • Finalize implementation strategy
  • Company retirement plan maintenance (investment research, selection, and rebalancing)
  • Personal IRA, Roth IRA, brokerage, and trust account maintenance
  • Discuss & prioritize custom financial planning maintenance (e.g. insurance, charitable giving, company benefits, etc.)

Ongoing Wealth Management

  • Tax minimization
  • 401(k) management
  • Investment research and trading
  • Ongoing portfolio monitoring, research, rebalancing, and trading
  • Retirement planning
  • Assess opportunities
  • Goal tracking
  • Life coaching
  • Employer benefits (stock awards, pensions, etc.)
  • Education planning
  • Estate planning
  • Charitable giving
  • Insurance planning
  • Social security benefits
  • Emergency fund strategies
  • Cash flow coaching
  • Account Maintenance
  • Track progress

When is the last time you reviewed your wealth management and tax minimization strategies to ensure you’re on track to meet the goals in your plan?


Retirement planning

*The portfolio maintenance report provides you with recommendations for the percentage of stocks, bonds, and cash to be held within accounts covered under your agreement. It may also include specific recommendations for how to rebalance external accounts such as company retirement plans and education accounts. See your agreement for details.