Create financial pathways to experience life on your terms
At Life Managed, we are dedicated to providing personalized financial planning and life management coaching to individuals and families. Our team of experienced financial advisors takes a holistic approach to financial planning, focusing on helping our clients achieve their unique goals and aspirations.
Our Philosophy
We believe that financial freedom is not just about accumulating wealth, but about living life on your own terms. We aim to empower our clients with the knowledge and tools they need to make informed financial decisions that align with their values and goals. Our fiduciary duty is to always act in the best interests of our clients, providing unbiased and transparent advice that is free from conflicts of interest.
Our Services
We offer a range of financial planning and life management services, including:
- Financial Planning: We help our clients create personalized financial plans tailored to their unique goals and circumstances.
- Retirement Planning: Our experts help our clients create a sustainable retirement strategy that aligns with their financial goals.
- Investing: We provide guidance on investment strategies that align with our clients' risk tolerance and financial objectives.
- Financial Aspects of Divorce: We offer expert advice on the financial implications of divorce and help our clients navigate the divorce process.
Our Process
Our process is designed to be collaborative and ongoing, with regular check-ins and reviews to ensure our clients stay on track with their financial goals. We take a comprehensive approach to financial planning, considering all aspects of our clients' financial lives, including their income, expenses, assets, debts, and goals.
Our Values
We believe in:
- Fiduciary duty: We always act in the best interests of our clients.
- Transparency: We provide clear and concise communication about our services and fees.
- Objectivity: We provide unbiased advice that is free from conflicts of interest.
- Customization: We tailor our services to meet the unique needs and goals of each client.
Get Started
If you're ready to take control of your financial future, we invite you to schedule a call with one of our experienced financial advisors. Let's work together to create a personalized financial plan that aligns with your goals and aspirations.
Overall Impression
The reviews highlight a high level of satisfaction and professionalism from the company Life Managed, specifically mentioning Ben Fredlake and his team. The tone is overwhelmingly positive, with reviewers praising the exceptional service, follow-up, and professionalism.
Service Quality
Reviewers have had a seamless experience working with Life Managed, praising the quality of service, follow-up, and professionalism. The team has demonstrated a high level of responsiveness and dedication to their clients.
Professionalism
The company's professionalism is consistently highlighted as a major strength, with reviewers commenting on the level of expertise and courteousness displayed by the team.
Value
Reviewers have noted the value they have received from the company, citing the exceptional service and professionalism as standout features.
No Negative Comments
There are no negative comments or criticisms expressed by the reviewers, suggesting that the company has consistently delivered high-quality service and maintained a positive reputation.
