EXPLORE THE POSSIBILITIES

 

PRE‑RETIREMENT GOALS

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401(K) ASSISTANCE

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NEARING RETIREMENT

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BUSINESS SERVICES

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WELCOME

Life Changing Financial Service is a financial firm committed to helping you achieve your financial goals and change your life. With a long history, continuity plan, and strong financials, we can assure you that we are here for the long haul regardless of market ups and downs. Life Changing Financial follows a Fiduciary Standard because we take your trust seriously by always putting your best interest first. We have programs and expertise to help you through all of your life changing situations.

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CLIENT RELATIONSHIP JOURNEY

1

Get In Touch

Complete our initial meeting questionnaire ending with scheduling a meeting that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns.

2

Initial Meeting

A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.

3

Caring Client Initiation

Because we care and believe in transparency of what is expected and promised, we begin with a client care packet. This must be completed and signed BEFORE we can build your investment & financial road map.

4

Financial Plan Presentation

Our initial needs-based financial plan presentation designed specifically for you will walk you through your investments & financial road map.  It will help you determine if you are on the road to reach your goals and see where changes may be necessary.

5

Engagement

Agreeing to this relationship stage we will start our work to implement your plan. We will work together with you to put all the pieces in place for a successful road map.

6

Ongoing Relationship

The ongoing Client & Advisor relationship is important to us. We will be there with you during all the ups and downs and market volatility to answer questions, offer reviews and adjustments as your financial goals change, and draw closer.

1

Get In Touch

Complete our initial meeting questionnaire ending with scheduling a meeting that is convenient for you. This will help us make your meeting a valuable and meaningful experience, addressing your concerns.

2

Initial Meeting

A complimentary meeting explaining our methods and addressing your goals and objectives. We believe you should be confident with your advisory relationship, so there is no obligation to employ our services. However, we CANNOT give specific advice until you are a client.

3

Caring Client Initiation

Because we care and believe in transparency of what is expected and promised, we begin with a client care packet. This must be completed and signed BEFORE we can build your investment & financial road map.

4

Financial Plan Presentation

Our initial needs-based financial plan presentation designed specifically for you will walk you through your investments & financial road map. It will help you determine if you are on the road to reach your goals and see where changes may be necessary.

5

Engagement

Agreeing to this relationship stage we will start our work to implement your plan. We will work together with you to put all the pieces in place for a successful road map.

6

Ongoing Relationship

The ongoing Client & Advisor relationship is important to us. We will be there with you during all the ups and downs and market volatility to answer questions, offer reviews and adjustments as your financial goals change, and draw closer.

WHO WE ARE

Lori Crilley, RFC®, CRC®

Registered Financial Consultant®
Certified Retirement Counselor®
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Ethics Approved


Ethics Approved

Every member of our team is IARFC Ethics Approved. Designated Members need to have a clean record for at least the preceding five (5) years in order to qualify for the Ethics Approved Status.

Katelin Kalik

Katelin Kalik, RFC®, CDFA®

Registered Financial Consultant®
Certified Divorce Financial Analyst®
View Advisor Profile

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OUR PHILOSOPHY

We are here as a lighthouse showing you the way through your journey of financial planning.

Each phase has its own steps, and our goal is to secure your financial future with each step. In this video, we describe our financial philosophy. Watch to see how we can help you build a strong "financial house."

As Financial Advisors and Fiduciaries, we are here to help you make well-informed decisions about your financial planning, budgeting, college and retirement savings goals. We help you define and reach goals by providing sound financial guidance. Our top priority is to always adhere to our fiduciary focus to only act in your best interest.

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To Best Serve Our Clients, We Are Limiting
The Number of New Clients Each Month

Get Started TODAY To Ensure Availability!

For your convenience we offer appointment scheduling 24 hours a day.

Lori Crilley, RFC®, CRC®


BOOK MEETING

Katelin Kalik

Katelin Kalik, RFC®, CDFA®


BOOK MEETING