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Our Quick-Discovery Experience

This is a simple complimentary experience that allows you to dip your toes into our financial planning process, and obtain something of great value for your trouble whether you become a client or not. It can take as little as 15 minutes and can be completed on any device.

The information that you share is confidential, and will be organized into one-page asset-map that enables you to make better decisions.

For security reasons, your Link to the questionnaire is active for up to 14 days, or as soon as you click on "all done" at the end. As long as the link is active your work is saved and you can return to it as often as you need. The accuracy and completeness of your asset-map will depend solely on the information that you provide. 

It’s as easy as 1-2-3


Enter your information into the Discovery questionnaire.


Schedule a complimentary 30-minute virtual/zoom consultation where we'll review and map the information you entered


Your asset-map will be yours to keep

Our 3-Step (3D) Process



Learning about your present situation, and your goals and wishes for the future.



We will use everything we have learned about you to design a pathway for you to achieve your objectives.

<strong>DO IT !</strong>


Once you are comfortable with the details of the strategy, we implement the plan.

Client Centered

Initial Introductory Consultation

A 30 minute consultation prior to the full 3D process. This is where we get to know you and what's important to you, and share about us and how we can help.

Ongoing Reviews and Updates

Once the 3D process is completed, we consistently monitor your progress towards your goals.  We revisit the 3D process as circumstances change, and stay by your side every step of the way.

Our Values


Financial Planning is not brain surgery. It is a simple, yet comprehensive process which you will understand and appreciate.


Your financial picture is clear and available at your fingertips when making important decisions.


Our independent status enables us to stay away from proprietary products and work exclusively for you.

Our Founder

I practiced medicine form many years, built a substantial group practice, and eventually sold and retired when my kids were young.

I started Life Strategies Advisors in order to provide a service that I would have appreciated.

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