LIFECRAFT FINANCIAL PLANNING, LLC

Overview

Lifecraft Financial Planning, LLC is an independent registered investment adviser operating as a limited liability company and focused on individual and family clients. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third-party advisers and managers on behalf of clients. Its fee model is flexible—charging a percentage of AUM as well as hourly and fixed fees—reflecting work with both ongoing advisory relationships and project-based planning engagements. Investment activity centers on public funds and mutual funds as the primary portfolio building blocks, with a material portion of client assets managed on a discretionary basis. The firm does not position itself as an active ESG investor and is not structured as a multi-state or pension consultant adviser. As an independent RIA that performs selection of other advisers, Lifecraft blends direct portfolio management with outsourced manager relationships when clients require access to specialist strategies.

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Location & Offices