Our lifestyle wealth services pertain to wide-ranging matters and goals, including striking a balance between work and leisure, adapting to life events and pursuing personal interests. This lifestyle focus can help you navigate through events like buying a home, or fulfill complex priorities like providing your children with the financial acumen and personal understanding they’ll need to carry on a family legacy.

  • You-first service
  • Goal setting strategies
  • Second opinion services
  • Travel & vacation strategies
  • Hobbies & fun
  • Data & safekeeping services
  • Home buying
  • Vehicle purchasing
  • Education funding strategies
  • Beneficiary education services
  • Adult care giving guidance
  • End of life strategies

What's happening in your life today?

If you answer "yes" to any of the following questions, it may be time to speak with us about one of the lifestyle services above.Is it time to update your will and other estate documents?

  • Are you planning for a vacation?
  • Do you have a relative or friend who is going through a transition or life event and may benefit from getting our perspective?
  • Are you the beneficiary of an estate that is in transition?
  • Are you planning to move or make a major purchase?
  • Are you helping aging parents? Are their health care needs changing?
  • Are your children in need of financial support for their education?
  • Are you or your family members involved in an estate transition?

Frequently Asked Questions

How Does Marriage or Divorce Impact My Finances?

Major life events have a tremendous impact on you personally, but they also affect your finances. Both marriage and divorce can be challenging, although divorce is typically more likely to lead to financial hardship. When you get married, you may reduce household expenses and increase income if both spouses work. You’ll enjoy tax breaks, too. Divorce often has the opposite effect. You’re not supporting two households on the same income as before. Our financial advisors can help you mitigate these life events and get back on track with your finances.

How Do I Keep Track of My Financial Goals?

If you’re serious about building wealth or retiring early, you need to work with a financial professional to make it happen. Our team of financial advisors understands the unique challenges you face. We help you sort through the options and create a financial plan that works for you. With review meetings, we’ll make sure you stay on track.

How Can I Build Wealth and Prepare for Retirement?

To build long-term wealth and retire living the lifestyle you desire, you must start planning now. The sooner you focus on investing, the bigger the payoff will be. Your investments need time to mature and weather the ups and downs of the market. You need the magic of compound interest to ensure your money works harder than you do. Talk to our team of professionals today to get started.

What Can I Do to Provide for My Family Now & in the Future?

You already work hard to provide for your family, but you also want to make sure they’re taken care of, no matter what happens. We can help you select the right insurance products that help protect you, your family, and your wealth in the long run. Next, it’s time to invest in your future, so you can build wealth and live the life you deserve.

How Can a Financial Advisor Help Me?

Our financial advisors are here to help you make the best financial decisions for yourself and your family. Finance and insurance products and services are varied and complex. You need someone who can help you understand what the different options are and why they would work for your situation. A financial advisor also pays attention to every aspect. For example, they want you to achieve high returns on your investments, but they’ll also make sure you’re not faced with a much higher tax bill as a result. In a nutshell, our financial advisors offer comprehensive services that cover every aspect of finance and insurance..

Contact Us Today to Take Charge of Your Finances

Why FORM Wealth?

If you haven’t reached your financial goals or are unclear about your financial future, it’s time to take action. The team at FORM Wealth is here to take your finances to the next level. Whether you’re just getting started with your career or are closer to retirement, we can help you create a financial plan that works for you. Call us today to make an appointment to discuss your lifestyle and finance questions.

Couple doing Estate Planning