INSIGHTS
Clear guidance for the decisions ahead.
Financial decisions rarely happen one at a time. Explore practical perspectives on retirement, investing, taxes, estate planning, and the life changes that connect them.
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Investment Management · 9 min read
Is This 1999?
The technology can change the world and the stocks can still disappoint. Three strong years have quietly moved allocations, and rebalancing requires no prediction about AI.
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All · Retirement · Investments · Taxes · Estate Planning · Risk Management · Life Transitions
The Financial Decisions to Settle Before You Sign
A settlement that looks even on paper can be badly uneven after tax. The time to find that out is before signing, not during the first year of living with it.
Lifeway Team · 6 min read
EDUCATION CORNER
Financial education that finally makes sense.
Explore approachable guides, checklists, videos, and explanations designed to help you better understand your financial life and prepare for the conversations ahead.
Financial Planning Basics
Retirement Readiness
Understanding Your Investments
Tax Planning Essentials
Estate Planning Fundamentals
Questions to Ask Your Adviser
FREQUENTLY ASKED QUESTIONS
Questions are part of good planning.
Find straightforward answers to common questions about working with Lifeway, financial planning, investment management, fees, and what to expect when getting started.
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We are fee-only and paid directly by our clients. The initial financial plan is a flat fee based on complexity. Ongoing financial planning and investment management are billed quarterly. We sell no products and accept no commissions. Current fee ranges and billing details are described in our Form ADV Part 2A.
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No. Your plan determines where we focus first. Some clients begin with one pressing question, and the other areas come into view as the plan grows. We review all six together so nothing works against the rest.
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The work settles into a steady rhythm. We meet two to three times a year in set months, revisit your goals annually, and reach out first when something needs your attention.
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Yes. We serve as your financial adviser throughout the process, working alongside your attorney and the other professionals at your side, from settlement analysis through rebuilding the plan for your next chapter.
EVENTS
Join the conversation.
Explore upcoming webinars, workshops, community gatherings, and educational events hosted by Lifeway and our partners.
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Workshop or webinar
Our next workshops and webinars are being scheduled. Check back soon for dates and registration details.
COMMUNITY
Connected to the people and places we serve.
See how the Lifeway team supports local organizations, participates in community events, and contributes beyond the walls of the office.
Local nonprofit board service
Members of our team serve on boards and finance committees for organizations across Plano and the Dallas-Fort Worth area.
Community education nights
Free planning workshops hosted with local partners for teachers, first responders, and small business owners.
Volunteer days
The office closes a few days each year so the team can serve alongside the groups our clients care about.
NEWSLETTER
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Let's start with a conversation.
Tell us what is on your mind. We will listen, answer what we can, and help you decide whether Lifeway is the right fit.