Our Process In Action

At LFA Private Wealth Management, our goal is simple: to help our clients and their families grow, and strive to increase your wealth. We do so through uncompromised, integrated wealth management founded on trust, competence and service.

We don't start by telling you what we think you should do. We start by discussing your needs, wishes, and plans, both for your money and for your life.

When you work with LFA, we strive to build your trust and help guide you by charting a course towards achieving financial success. Working on a highly personal basis with each individual client, our objective is to develop a customized financial roadmap and investment portfolio – all with a long-term focus that allows you to meet life’s most important goals.

Discovery: In our initial meeting, we uncover your needs, goals, concerns and evaluate your current financial position.

Framework: With a clear understanding of where you are and where you want to go, we design an action plan moving forward.

Commit & Implement: You review your plan, and we answer your questions, respond to any concerns, and decide together how to proceed. We then take care of the paperwork and put your plan into action.

Monitor and Review: As life changes, so do your goals and resources. Through our ongoing relationship, we’ll review your plan periodically – monitoring your progress and building upon it so that your financial strategy continues to work toward the goals you’ve set.