LifeMAX SERVICES
Secure your wealth and achieve your goal
Our proactive planning team collaborates seamlessly to craft a holistic life plan covering wealth management, tax planning , legal services and more,
Feeling the weight of managing your wealth and business?
If you’re a high-net-worth individual or a fast-growing entrepreneur, you know these challenges all too well
Multiple Advisors
Coordinating between various professionals without a unified strategy
Rising Taxes
Navigating complex tax situations and missing optimization opportunities
Competing Priorities
Balancing business growth, wealth preservation, and personal goals
Your Virtual Family Office
Our team of tax strategists and financial advisors delivers a holistic plan for your wealth, taxes, and legal structure.
All coordinated through our Virtual Family Office network of top financial and legacy experts under one unified strategy.
With LifeMAX, you'll gain:
A dedicated advisory team that ensures seamless coordination and accountability
A clear roadmap with long-term vision, annual goals, and quarterly priorities
Regular reviews and updates to keep your plan aligned with your evolving lifestyle
Fully Tailored to Your Needs
With LifeMAX, you’ll have a clear strategy, trusted advisors, and proactive management—so you can focus on growth while we handle the rest.
Each LifeMAX plan typically includes:
10-year, 5-year, and 1-year plan documents
Annual personal budget and net worth dashboard
Monthly or quarterly financial reports and meetings
Coordination with external specialists
Annual recalibration and plan review
LifeMAX Scope
LifeMAX is a proactive, all-in-one advisory service with monthly deliverables, quarterly plan alignments, and annual recalibrations. We focus on 2–3 key priorities at a time—planning, execution, and monitoring—before moving to the next phase.
LifeMAX Deliverables
Onboarding
- Comprehensive life plan and 5-year vision
- Wealth, tax, legal and business advisory setup
- Net worth and asset map reports
- 1-year financial goals and budget plan
Monthly
- Budget-to-actual financial report
- Executive summary of progress
Quarterly
- Updated net worth and asset map
- Quarterly accountability meeting
- Plan updates and next-quarter priorities
Annual
- Goal recalibration and opportunity report
- Updated 5-year vision and annual action plan
- Economic outlook report
Ad-Hoc
- Ongoing strategy reviews and system improvements
- Advisor coordination and accountability
- General financial and wealth advisory
Onboarding
- Comprehensive life plan and 5-year vision
- Wealth, tax, legal, and business advisory setup
- Net worth and asset map reports
- 1-year financial goals and budget plan
Your Journey with LifeMAX
A structured approach to wealth management at every stage
LifeMAX OnboardingWe begin with a focused onboarding phase to build your financial foundation
We begin with a focused onboarding phase to build your financial foundation
- A documented long-term plan, 5-year vision, and 1-year action plan
- Key reports: Net worth, asset map, and annual budget
- Three meeting over three months to define goals, review plans, and set priorities
Monthly ServiceMConsistent tracking and coordination for your financial priorities
MConsistent tracking and coordination for your financial priorities
- Monthly budget-to-actual financial reports
- Executive summary of key updates
- Ongoing management of initiatives and advisor coordination
Quarterly ServiceRegular checkpoints to ensure alignment and progress
Regular checkpoints to ensure alignment and progress
- Updated net worth and asset map reports
- Quarterly performance review and next-quarter priorities
- 1-hour accountability meeting
Annual ServiceComprehensive recalibration for the year ahead
Comprehensive recalibration for the year ahead
- Plan recalibration and updated 5-year vision
- Opportunity and action reports for the new year
- Annual economic outlook and trends report
Ad-Hoc SupportContinuous support for evolving needs
Continuous support for evolving needs
- Coordination with external advisorsp
- Continuous financial strategy reviews and improvements
- Education on new opportunities and trends
Ready to Secure Your Wealth and Your Future?