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OUR BELIEFS
Kind and Compassionate Advice for a Balanced Life

You’ve worked hard to build meaningful wealth. Now you deserve a trusted partner who will protect it, simplify it, and help you use it to create a purposeful, sustainable, and healthful life.
At Lenity Financial, we provide deeply personalized, fee-only fiduciary advice with undivided attention. We cut through financial complexity with clear, compassionate guidance so you can enjoy lasting peace of mind — and focus on what matters most: your family, your legacy, and living well.


Financial Planning

We begin with deep, comprehensive financial planning — a collaborative process where we truly get to know you, your family, your values, your goals, and your dreams.
This is where we invest meaningful time together through multiple conversations so we can fully understand your unique situation. You’ll share your story with us, while we carefully analyze your complete financial picture. The result is a highly customized roadmap that aligns your wealth with what matters most — helping you pursue a financially sustainable and healthful lifestyle with clarity and confidence.


Investment Portfolio Management

We provide discretionary portfolio management with a thoughtful, tax-efficient strategy designed for long-term sustainability.
Leveraging more than 50 years of combined experience, we construct and actively manage diversified portfolios that align with your risk tolerance, goals, and values. We regularly review and adjust your investments while never hesitating to challenge conventional approaches when it serves you better — always with the goal of protecting and growing your wealth responsibly.


Ongoing Wealth Management & Stewardship

Acting as your dedicated family CFO, we provide ongoing coordination of your tax strategies, estate planning, risk management, and investment portfolio — all integrated into one cohesive financial picture.
As your life, goals, and circumstances evolve, we stay closely involved and proactive. We regularly review and adjust your plan to ensure it continues to support a financially sustainable and healthful lifestyle, giving you confidence and peace of mind for the long term.

How We Work Together

Every new relationship begins with understanding who you are, not just what you have. Discovery is joint and deep, exploring your values, family dynamics, and long-term vision.

1. <br/>Initial Contact &#38; Discovery

1.
Initial Contact & Discovery

We start with a relaxed, no-pressure introductory conversation.
This is your opportunity to share your current financial situation, goals, concerns, and what a balanced, sustainable, and healthful life looks like for you and your family. We listen carefully and ask thoughtful questions so we can determine whether we’re the right fit for each other before moving forward.

2. <br/>Comprehensive Financial Planning

2.
Comprehensive Financial Planning

If we decide to work together, we move into our in-depth financial planning process.
We thoroughly analyze your complete financial picture and build a highly personalized, integrated roadmap. This includes your investment strategy, tax planning, estate and legacy goals, retirement readiness, and lifestyle priorities.
Many clients tell us this is the stage where they first experience real clarity and a deep sense of peace of mind.

3. <br/>Transition to Investment Management

3.
Transition to Investment Management

Once your comprehensive plan is in place, many clients choose to bring their investment assets under our management. We design a thoughtful, tax-efficient portfolio tailored to your goals and risk tolerance, and we handle the entire account transfer process smoothly and transparently. We also welcome standalone financial planning clients. This is a limited 90-day engagement with an initial fee. We deliver your full plan within the first 45 days, followed by 45 days of implementation support. For clients who move into ongoing investment management, comprehensive financial planning is included as part of the annual advisory fee — there is no separate ongoing planning fee. In both cases, you have direct access to both Mark and Lisa.

4. <br/>Ongoing Relationship &#38; Monitoring

4.
Ongoing Relationship & Monitoring

We transition into proactive, long-term stewardship of your financial life. As your dedicated family CFO, we actively research, analyze, and manage your portfolio on a discretionary basis. Through regular monitoring, annual wealth reviews, and consistent communication, we coordinate your tax strategies, estate planning, retirement goals, and investments — keeping your plan aligned as life evolves and supporting a financially sustainable and healthful lifestyle. Our annual advisory fee (which includes all ongoing financial planning) is paid monthly in arrears. We stay deeply engaged because we genuinely care about you and your family’s long-term success and well-being.

Ready for Clearer Thinking and Greater Peace of Mind?
Let’s work together to protect your wealth, simplify your life, and give you lasting peace of mind. 

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