Stop living with unanswered questions. Build a financial plan that protects the people you love and the legacy you want to leave behind.
The questions you’re trying to answer aren’t just about money. They’re emotional. They affect the people you love most, and the weight of these decisions leave many people feeling paralyzed as they try to answer them.
Once you address the emotional issues behind your unanswered questions, you can make decisions that give you confidence and peace about the future.
We believe you deserve a financial planning process that honors both the math and the meaning behind your decisions.
We’re Cody and Kathie Lewis, and together we’ve sat with hundreds of couples who asked the same questions you’re asking now. We developed The Financial LOVE Code™ to address both the practical and emotional sides of retirement and legacy planning.
Using this framework, we create a complete, bulletproof financial plan that puts your values first and your family’s future at the center of every decision.
Leave more than money behind. Leave a meaningful plan that provides clear direction and a loving message for your family.
Build guardrails for the things that can destroy a retirement like market crashes, long-term care costs, tax traps, and panic-driven decisions.
Give every dollar a specific job, whether it’s providing tax-efficient income, keeping you safe, or generating further growth in your portfolio.
There are many exits in life. Whether you're retiring, selling a business, or preparing for life's final chapter, replace chaos with clarity and calm.
Once your Financial LOVE Code™ plan is in place, we provide all of the support you need to put it into action and keep it on track.
Think of us as your own personal Financial Director. We coordinate all of your financial services, collaborate with your accountant or attorney, and keep your team on track.
And we stay with you for the long haul, helping you navigate life’s transitions while protecting the integrity of your plan. We’re a small, boutique agency where you’ll always have direct access to your advisors and know you’re a priority to our team.
Learn more about the philosophy and process driving our team. You’ll see why financial planning is never truly complete until your heart joins the conversation.
If you’d like to get to know us before we meet, this is a great way to do it! Come hang out with us in our podcast, learn more about retirement planning, and see if we feel like a good fit for you.
This list barely scratches the surface, and it’s the kind of peace you deserve in retirement. We’ll help you build the plan that provides it.
