Financial Advice for Life
This “Client Only” area is your "Basecamp" where you will have access your personalized site. Here you will find your individual financial plan, data management, performance measures, and reminders of updates. As changes occur, we can update your financial plan immediately.
Additionally, this will be your one stop spot for all your emergency contact information; financial, health, insurance, legal providers, etc. Also, this will be your repository for copies of your wills, powers of attorney and medical directives and other legal documents.
Finally, this site will provide access to special programs, web casts and topical interviews available exclusively to LifeWorks clients.