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Finances for Life, LLC

Bringing Clarity to Life's Financial Decisions
Independent Fiduciary Financial Advice & Planning

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AdviceDirect ™

Professional Advice. Your Decisions.

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AdviceDirect™ is a subscription-based financial advisory service from Finances for Life, LLC for individuals and families who value professional fiduciary guidance while remaining actively involved in their financial decisions.

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AdviceDirect™ provides direct access to experienced financial advice for life's ongoing financial questions, planning needs, and important decisions. The relationship centers on advice and guidance, with you remaining the decision-maker.

 

Is AdviceDirect™ Right for You?

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AdviceDirect™ is designed for people who value having an experienced fiduciary advisor available for guidance but may not need or want a traditional investment-management relationship.

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It may be a good fit if you want a professional perspective as financial questions arise, need help evaluating important decisions, or value an advisor who understands your broader financial picture and can guide you as your circumstances change.

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Explore AdviceDirect™

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Learn about the available AdviceDirect™ service options, what's included, and how to choose the level of advice that best fits your needs.

Frequently Asked Questions

Do I have to turn over management of my investments to receive financial advice?

No. AdviceDirect is designed around advice and guidance. Depending on the services you select, investment advice may be part of your relationship, but you remain involved in your financial decisions.

How is AdviceDirect different from a traditional investment-management relationship?

AdviceDirect places financial advice and planning at the center of the relationship. Rather than defining the relationship primarily by the amount of assets an advisor manages, AdviceDirect provides access to professional fiduciary guidance based on the scope of services you select.

Whom will I work with?

AdviceDirect clients work directly with Lucille M. Shaw, MBA, Founder and Fiduciary Advisor of Finances for Life, LLC. With more than 25 years of financial advisory experience, Lucille helps individuals and families evaluate financial choices, understand their options, and make informed decisions consistent with their goals and circumstances. Learn more about Lucille M. Shaw. 

How do I know which AdviceDirect service is right for me?

Your needs may depend on the complexity of your financial situation, the type of guidance you are seeking, and how much planning support you want. Review the AdviceDirect options above or schedule an exploratory conversation to determine which service may be appropriate for your needs.

Start With a Conversation

Financial advice should begin with understanding what you need. Schedule an exploratory conversation to discuss your questions, priorities, and whether AdviceDirect may be a good fit.

Schedule an Exploratory Conversation


 

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