It's Time To Streamline Your Life
Guiding You Directly To Your Goals – FASTER!
Financial Wellness
All it takes is a start. If you aren’t where you want to be with your finances, we can help you get there and teach you how to stay in the green, instead of always seeing red.
Life Planning
We will be by your side to create a solid, actionable financial plan, set up systems to make your life easier and help you reach your goals in life FASTER.
Health
Life Optimization begins with the overall picture. If being healthy is one of those goals we can set you up with a program with one of our experts to help you achieve those goals.
WELCOME. YOUR FUTURE AWAITS.
I work with people to develop personalized strategies that help realize their full potential. By partnering with them in setting and achieving goals, we look at optimizing their income, finances, job/career, health and well being, and much more, while still having fun and enjoying life.
GET ACCESS TO FINANCIAL POWER
When you make the call, we don’t just tell you how to reach your goals, we teach you with actionable steps and real results!
FINANCIAL WELLNESS
Are you where you want to be financially? If not, we can get you there.
FINANCIAL PLANNING
We meet, see what the goal is and then progress an action plan from there.
FINANICAL RESOURCES
I have the tools & resources you need to make achievable steps to reach your goals.
FINANCIAL FAQ'S
Do you have frequently asked questions about your finances? I have the answers!
1. FREE Initial Consultation
We get to know you and you get to know us. You tell us about your situation, we explain how we can help, and you feel assured that you’re in good hands.
2. Strategic Plan
We work with you to identify the issues, set out options and make recommendations. We explain our thinking and the rationales underlying our recommendations. We establish tangible steps and a timeline – then we execute the plan together.
3. Sustainable Results
We do an after-action review and, where possible, put in place systems to prevent similar issues arising in the future. We distill the skills gained, practice applying them in other situations, and empower you to confidently handle things single-handed in the future – mission accomplished!
Life Streamliner focuses on the following three principles when working with clients:
Solve
Life Streamliner works with you to identify the issue, come up with a range of options, and solve it as quickly and efficiently as possible in the way that works best for you.
Teach
In the course of solving the issue, Life Streamliner will set out the issue resolution process for you in a clear, simple and easily understandable way.
Empower
Having demonstrated the issue resolution process step-by-step, Life Streamliner will guide you through applying the process in other similar (and different) situations.
We structure our business this way so that way you know that we are here when you need us, but you will not need us forever. Together we can make sure your life is optimized and you can begin to reach your goals and achieve your dreams!
FAQ
What Does Life Streamliner Do?
See How it works!
How Did Life Streamliner Come To Be?
- Check out the Life Streamliner bio!
Who Will I Be Working With At Lifestreamliner?
You’ll be working with Director and Financial Strategist Umesh Patel – read more about Umesh here.
Do I need to be in NYC?
No. Unless you want to meet up in NYC for lunch or a cup of coffee, everything we need to do can be done completely virtually!
Want To Experience The Life Streamliner Difference?
We have the tools you need to be successful. Unleash the power of positive finances and realize that you can actually achieve the goals you have had on the back burner.