Get a Second Opinion 
Wealth Management for Dentists & Business Owners
Advice that Helps You Reach Your Goals
How Our Wealth Management Process Works
We Learn What Matters
1.  We Learn What Matters
At our Discovery Meeting, we explore how best to help you achieve your most important goals.  We'll look at where you are now, where you want to go, and any gaps or obstacles that stand in your way.  
2.  Get a Plan
At our Investment Plan Meeting, we'll walk you through the plan and share with you investment strategies to help you maximize the probability of achieving everything that is most important to you and your family.  
3.  Track Your Progress
If we decide to work together, we then address concerns in key areas beyond investments,.  We're with you every step of the way, tracking your progress and helping  you continue to achieve your goals.
Discover how our Second Opinion Service helps business owners like you reach their goals
What Makes LifeStone So Different?
At LifeStone Wealth Management, most of our clients just want to take better care of the people they love and support the causes they care about.   In order to do that, you need help in solving your unique financial needs. The problem is most financial advisors focus more on your investment portfolio than your overall goals. That can make you feel frustrated and misunderstood.  

We believe you deserve to have your hard work pay off and should be working with an advisor that implements strategies that helps you reach your goals. We understand that change can be terrifying, which is why we’ve created an easy to follow process that has helped many dentists and business owners reach their goals.  Here’s how it works. First, we learn what really matters to you, then we give you a plan, lastly, if we decided to work together, we track the progress that you are making towards achieving all that is important to you.
To get started, request a meeting, so you can stop wondering if you are on track to reach your goals & instead, enjoy making a difference in the live of those you love and the causes you care about.
What Do Your Services Cost?
How much is a professional advisor that focuses on investments only costing you?   How is not having a plan for minimizing taxes, taking care of your heirs, preserving your assets, and supporting the causes you care about costing you?  A lack of clear plan for reaching your goals may already be costing you a great deal.

There is no obligation for our initial consultation.  Because we have not yet developed our specific recommendations for your plan, it’s impossible to know the exact costs before meeting with you. However, at our second meeting—the Investment Plan Meeting—we will be able to provide you with details on the fees and will be happy to review those with you.  We can say that our clients have often commented on how reasonable they’ve found our fees to be.

(818) 534-4940
LifeStone Wealth Management
18919 Nordhoff St, #6C
Northridge, CA 91324
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©LifeStone Wealth Management 2018 Lifestone Wealth Management is not a registered broker/ dealer and is independent of Raymond James Financial Services, Inc. Member FINRA / SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities offered by Raymond James Financial Services., Member FINRA / SIPC.

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