Client Process

  1. LWC Goalsetter
    We take a deep & integrated look at how your life, goals & money work together
  2. LWC Blueprint
    We work with you to co-create a plan that clearly shows where you are now, and more importantly recommends each step to get you on track for your goals.
  3. LWC Concierge Setup
    Our team takes the hassle away. Transferring accounts, implementing the plan, tech & dashboard setup… we’ve got you covered.
  4. LWC Check Up
    We work with you on an ongoing basis to make sure your plan stays on track to keep up with life changes & your goals (annual, semi-annual or qrtly customization is available)