Freedom
Planning

Comprehensive
Planning

At LIFE180, we believe that financial decisions should reflect your values, not just your income. Our approach centers around building a comprehensive plan that aligns your money with your life’s purpose.

We emphasize clarity through visual tools that help you see exactly where you are today and the path toward where you want to go. When you can see the full picture, you’re empowered to make confident, intentional financial choices.

5 Pillars for Planning

Clarity Through Cash Flow

We begin by helping you understand where your money goes today — and how to align spending with your values. With cash flow tools, we visualize your income, expenses, and savings in one dynamic dashboard.

Goal-Driven Planning That Reflects Your Priorities

Whether it’s early retirement, paying off debt, or funding your child’s education, we anchor your financial strategy to your life goals — not arbitrary benchmarks. RightCapital makes it easy to test different “what-if” scenarios to see how your decisions affect your future.

Tax-Efficient Strategies for Now and Later

We integrate tax planning into every stage of your financial journey — from minimizing today’s tax bill to optimizing long-term strategies like Roth conversions and legacy planning. RightCapital’s tax module helps us visualize the benefits and avoid costly surprises.

Protection First, Then Growth

At LIFE180, we believe true financial freedom starts with protecting your income, health, and family. We use RightCapital to ensure that insurance planning — including life, disability, and long-term care — fits seamlessly into your bigger picture.

Ongoing Alignment, Not One-Time Advice

Life changes — your plan should, too. With our planning-first approach and RightCapital’s real-time modeling, we review and adjust regularly to keep your finances aligned with your evolving goals and values.

IUL Rescue Process

Clarity

Book a Clarity Call to assess your financial reality with our Financial X-Ray, uncovering gaps and defining goals for faith, family, and freedom.

Alignment

Our team crafts a Cash Flow Hacking Plan to align your finances with your values, accelerating your journey to financial independence.

Design

Build a designe for tax-deferred growth, liquidity, and stability.

Get Clear. Get Aligned. Take Control.

Take control of your financial future with a comprehensive plan designed around your values, goals, and timeline. Schedule your free
Clarity Call today and discover how our Freedom Planning Process can empower your retirement with purpose and confidence.

About Us

At LIFE180, we believe financial success is more than numbers it’s about alignment between your values, goals, and the way you use money.

Our mission is to help individuals and families gain clarity, confidence, and control by building strategies that align their finances with their life purpose. Through our unique financial alignment process, we help you use money as a tool to live more intentionally, make better decisions, and create lasting impact.

Learn More

Aligning your legacy with clarity and confidence

LIFE180 partners with select third-party providers, including tax professionals, legal experts, and licensed financial advisors to deliver comprehensive planning solutions tailored to your unique goals. These services may include estate planning, entity structuring, investment strategy development, and advanced tax planning — all aligned with your long-term vision and personal values.

Disclaimer

LIFE180 is not a licensed investment advisory firm and does not offer securities, investment products, or portfolio management services. We maintain strategic partnerships with licensed Registered Investment Advisors (RIAs) and fiduciary financial professionals who provide these services directly.

All investment advice, recommendations, and account management should be discussed with a licensed investment advisor. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always consult with a qualified financial professional before making any investment decisions.