A Planning Process Built Around Your Life
The First Conversation Is About You, Not Your Portfolio
Choosing a financial advisor is an important decision. Many people worry that the first meeting will feel like a sales presentation, a discussion about account balances, or a review of products they may not fully understand. In reality, meaningful financial planning begins somewhere else entirely: understanding what matters most to you and your family.
At Lansing Street Advisors, we begin every relationship with a conversation about your goals, priorities, and vision for the future. Before discussing investments or strategies, we focus on understanding the life you're working toward and the decisions that matter most along the way. This planning-first approach helps ensure every recommendation is grounded in what you want to accomplish rather than simply what you own. As a fiduciary firm, our responsibility is to help align financial decisions with your best interests and long-term objectives.
Many financial conversations begin with numbers.
We believe they should begin with purpose.
Throughout our discovery process, we explore the goals and priorities that often shape a family's most important financial decisions.
Planning for Your Retirement
Understanding what financial independence means to you and creating a plan that supports that vision.
Supporting Your Children's Future
Exploring ways to support children as they build their own lives and pursue future opportunities.
Planning for Future Generations
Creating strategies that may help support grandchildren through education planning and long-term family stewardship.
Preparing to Care for Aging Parents
Preparing for the financial realities and responsibilities that often accompany later stages of life.
Planning a Meaningful Legacy
Considering how your values, charitable priorities, and family goals may influence future generations.
Navigating Life's Transitions
Supporting your life’s vision through major changes, whether expected or unexpected. From job changes, relocation, or selling a business we help you find security in your decisions.
What It Means to Be
Your Most Trusted Advisor
As financial lives become more complex, many families find themselves working with multiple professionals. Attorneys, accountants, insurance specialists, business advisors, and investment professionals may all be involved in important decisions.
The challenge is not finding advice. The challenge is ensuring all of that advice works together.
Lansing Street Advisors serves as a central point of coordination, helping bring planning, investments, tax considerations, and professional relationships into alignment. Rather than operating in separate silos, we help create a unified strategy designed around your goals and priorities.
Our Five-Step Planning Process
Step 1: Discovery
Every relationship begins with a conversation focused on your goals, values, concerns, and vision for the future. We take time to understand where you are today and what you want your wealth to accomplish over time.
Step 2: Strategy Meeting
After gathering information and evaluating your situation, we develop a preliminary strategy that outlines opportunities, considerations, and potential next steps. This stage helps establish a shared understanding of how we may be able to help.
Step 3: Mutual Commitment
A successful advisory relationship requires alignment and trust on both sides. This step confirms that our approach, planning philosophy, and services are the right fit for your needs.
Step 4: 45-Day Follow-Up
Once implementation begins, we revisit progress, address questions, and confirm that planning priorities remain aligned with your objectives.
Step 5: Regular Progress Meetings
Life changes. Markets change. Families change. Through ongoing meetings and planning conversations, we continue refining your strategy as circumstances evolve.
FAQ
Common Questions About Working With Us
Is the first meeting a sales presentation?
No. The discovery meeting is designed to understand your goals, priorities, and concerns. The focus is on learning about your situation and determining whether our approach may be a good fit.
What should I bring to the first meeting?
Initially, the most important thing to bring is an understanding of what you hope to accomplish. Additional financial information may be requested later as part of the planning process.
How long does the planning process take?
The timeline varies depending on complexity and planning needs. During the discovery process, we'll discuss expectations and provide clarity around next steps.
Do you work with my existing CPA or attorney?
Yes. Coordinating with other trusted professionals is an important part of our family-office approach.
What makes your process different?
Our process begins with life goals rather than account balances and emphasizes coordination across every aspect of a family's financial life.
LAnsing Street Advisors
Balanced Wealth. Balanced Life.
One Conversation Can Change How You See the Future
The best financial plans begin with a clear understanding of what matters most. Whether you're approaching retirement, navigating a business transition, planning for future generations, or simply looking for greater coordination, Lansing Street Advisors provides a thoughtful process designed around your goals—not just your assets.
