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Lifeworks Advisors

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Grand Rapids, MI
Lifeworks Advisors

A modern RIA and technology firm delivering the Future of Advice®.

07/17/2026

Most people think financial planning means picking investments. We think about it differently.

A Lifeworks plan starts with your life — what you want it to look like, what you value, where you're headed. The investments come later. They're one piece of a much bigger picture that most advisors never get around to building with you.

If your plan doesn't cover your taxes, your income, your estate, and your goals — not just your portfolio — that gap is worth closing.

A free 30-minute conversation with a Lifeworks advisor is a good place to start.

https://lifeworksadvisors.com/get-started/

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘮𝘢𝘺 𝘷𝘢𝘳𝘺.
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07/16/2026

The five years before retirement can be the most financially consequential of your life. The decisions you make in this window will shape your income for the next 30 years.

Here's your checklist - take a listen!

07/15/2026

An investment advisor manages your portfolio, calls before trades, sends market commentary, and reviews your allocation. That's the job.

A financial planner asks different questions. When should you take Social Security, and what does a two-year difference in timing actually cost you over your lifetime? Is Medicare supplemental coverage worth it for your specific situation? What happens to your accounts if you or your spouse passes unexpectedly?

One just manages your money. The other helps you manage your life (and your money).
If your advisor has never brought up any of that, it's worth asking what you're actually paying for.

We have those conversations every week. At Lifeworks, we believe it’s irresponsible to manage investments before planning the life those investments need to fund. If that's what you're looking for, we'd be glad to talk.

👇 Schedule a conversation

https://lifeworksadvisors.com/get-started/

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘮𝘢𝘺 𝘷𝘢𝘳𝘺.
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07/09/2026

Your investment advisor calls before every trade.

Who calls about when to take Social Security?

Who calls about Medicare timing?

Who calls about your estate when something changes?

If you can't answer that, you don't have a financial planner; you have a portfolio manager.

Book a conversation: https://lifeworksadvisors.com/get-started/

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘐𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘮𝘢𝘺 𝘷𝘢𝘳𝘺.

07/08/2026

Welcome Aaron Williams to Lifeworks Advisors!

Aaron is a Licensed Investment Advisor with 20+ years of experience helping individuals, families, and business owners bring clarity and confidence to their financial lives. He helps clients make thoughtful decisions around retirement, investments, and long-term planning — without making the process feel overwhelming or overly complicated.

Known for a practical, personal, and relationship-driven approach, Aaron believes great financial planning starts with understanding what matters most to each client.

Before joining Lifeworks, Aaron spent more than two decades building and leading his own advisory practice. While successful, he recognized that clients increasingly needed a more integrated approach to financial planning—one that brought together investment management, tax planning, estate considerations, and ongoing guidance under a single coordinated team.

That search led him to Lifeworks. Drawn to the firm's planning-first philosophy, subscription-based model, and collaborative team approach, Aaron found a partner that shared his commitment to delivering comprehensive, client-centered advice. Today, he leverages the full breadth of the Lifeworks platform to help clients navigate complex financial decisions with greater confidence and support.

Based just outside Austin, Texas, Aaron serves clients nationwide through a combination of virtual and in-person meetings.
Outside the office, Aaron enjoys traveling, playing golf, and spending time with his wife, Suzanne, and their four children.

His mission is simple: help people feel organized, confident, and prepared to make the most of whatever comes next.

07/01/2026

Most people research a financial advisor's credentials, experience, and referrals.

Very few know these three searches exist, and none of them require an account, a phone call, or tipping off the advisor you're checking.

All public. All free. All available before you sign anything.

Save this for when you need it.

𝘓𝘪𝘧𝘦𝘸𝘰𝘳𝘬𝘴 𝘈𝘥𝘷𝘪𝘴𝘰𝘳𝘴 𝘪𝘴 𝘢 𝘳𝘦𝘨𝘪𝘴𝘵𝘦𝘳𝘦𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘴𝘦𝘳. 𝘛𝘩𝘪𝘴 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺.

06/30/2026

We are thrilled to introduce the newest member of the Lifeworks Advisors family, Sean Rawlings!

Sean is a financial planner and the founder of WealthBound Advisors, a fee-only RIA he built from the ground up in Scottsdale, Arizona. Before launching WealthBound, Sean spent several years at MassMutual where he developed a strong foundation in insurance, investment management, and comprehensive financial planning.

As a solo advisor and founder, Sean has worn every hat — from client work and tax planning to business development and operations — giving him a deep, practical understanding of what it takes to serve clients well without a team behind him. His specialty is working with high-income next-gen wealth builders: business owners, self-employed professionals, and complex clients navigating S-Corp structures, real estate investing, and equity compensation. These are clients in their prime earning years who are building serious wealth for the first time and need a planner who can keep up.

Sean is known for being direct, thorough, and genuinely invested in his clients' outcomes. He brings a tax-first planning philosophy and a relentless work ethic to every client relationship. He's joining Lifeworks because he believes the platform will allow him to do the best work of his career — with the infrastructure, team, and resources to match the level of planning his clients deserve.

Sean lives in Scottsdale, AZ with his wife Ali and their daughter Millie.

06/29/2026

If your income changed this year and your estimated taxes didn't, December is going to be uncomfortable.

There's still half a year left to adjust withholding, make estimated payments, or plan around a big income event. Most people won't look at this until it's too late.

It's June. There's still time to fix it.

Link in bio to schedule your complimentary intro call 👇
https://lifeworksadvisors.com/get-started/

06/25/2026

New job. New home. A marriage, a divorce, a new grandchild.

Big life changes have a way of making financial plans obsolete. And all too often, people don't update their plan until something forces them to.

It's June. There's still time to fix it.

Link in bio to Schedule your complimentary intro call 👇
https://lifeworksadvisors.com/get-started/

06/24/2026

Mid-Year Review Check-in, Part 2/4 — Cash

If your savings account is earning less than 4%, your cash is losing ground to inflation.

High-yield savings, money markets, and short-term treasuries are better options. The question is whether anyone has looked at yours lately.

It's June. There's still time to fix it.

Link in bio to Schedule your complimentary intro call 👇
https://lifeworksadvisors.com/get-started/

Address

4095 Park East Court Ste. C
Grand Rapids, MI
49546

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(616) 200-6512

Website

http://www.lifeworksadvisors.com/, http://go.lifeworksadvisors.com/cybersecurity

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