It's Time To Streamline Your Life

Guiding You Directly To Your Goals – FASTER!

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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! 

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FINANCIAL WELLNESS

Are you where you want to be financially? If not, we can get you there.

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FINANCIAL PLANNING

We meet, see what the goal is and then progress an action plan from there.

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FINANICAL RESOURCES

I have the tools & resources you need to make achievable steps to reach your goals. 

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FINANCIAL FAQ'S

Do you have frequently asked questions about your finances? I have the answers! 

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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.

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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.

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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!

 

Available When You Need Us

 We understand that issues can arise at anytime and people have schedules that vary on a daily basis. As a result, Life Streamliner doesn’t operate like a traditional 9am – 5pm business. We make sure we do our absolute best to be ready and available when you are.

Unaffiliated and independent

Life Streamliner does not receive commissions, payments or any other type of remuneration from anyone other than the client we are advising. As a result, you can be sure that any discussion and recommendations relating to specific products, institutions or companies is independent and impartial.

What happens with Life Streamliner, stays with Life Streamliner

Life Streamliner keeps the private information it learns about you while working with you confidential. Private information will only be shared where your prior consent has been obtained.

Giving back for the greater good

A portion of all fees received by Life Streamliner are donated to charitable causes related to increasing financial awareness and knowledge. Watch this space for further details!

Until recently, I was under significant financial pressure due to being injured and unable to work. A close personal contact recommended Life Streamliner.

Umesh met with me and developed a strategy to immediately address my spiraling debt. With his knowledge and guidance, I was quickly able to get my financial situation under control and to a place that I didn’t think was possible.

Anytime I had a question or concern, I could text or call and Umesh was available. I’m still working with and learning from Umesh, and continue to use the skills I’ve developed on a daily basis. I highly recommend Umesh and Life Streamliner to address any financial issues you may have.

 Donna L. (Book Keeper – Retired)

 

When I began working with Umesh, I had a large credit card debt that was incurring interest and had no idea how I was going to pay it. He immediately advised how I could stop the interest, and came up with a realistic plan to clear the debt. Umesh also helped me reduce my expenses by demonstrating how I could get better deals.

Umesh stood out from the crowd because he was always available to answer questions and provide suggestions when I contacted him. His advice was tailored to my individual financial situation. I can easily say that as a direct result of working with Umesh, my financial knowledge and skills have expanded and my life has changed for the better.

 

Cristina K. (Optometry Assistant)

When I began working with Umesh, I had a large credit card debt that was incurring interest and had no idea how I was going to pay it. He immediately advised how I could stop the interest, and came up with a realistic plan to clear the debt. Umesh also helped me reduce my expenses by demonstrating how I could get better deals.

Umesh stood out from the crowd because he was always available to answer questions and provide suggestions when I contacted him. His advice was tailored to my individual financial situation. I can easily say that as a direct result of working with Umesh, my financial knowledge and skills have expanded and my life has changed for the better.

 

Cristina K. (Optometry Assistant)

Umesh has provided me with professional and personal advice on countless occasions. Whether it was related to finance, life, or both, his advice is always considered and relevant, prescribing various solutions and deadlines. His empathy and logic when finding solutions, has consistently produced positive and sustainable results in my life. In the course of providing me advice, Umesh strives to negate any undesired outcomes of a financial or psychological nature, by providing guidance that is always best for my personal circumstances. He achieves all of this while giving me a strong sense of support and self worth.

Anonymous (Police Officer)

Life Streamliner helped us to set appropriate financial goals and provided us with support and knowledge to be able to achieve them. We learned useful skills which have been transferable to other situations and experiences. The skills we have learned have allowed us to take control of our finances and allow us to be confident in our financial decision making. 

Kesh and Tish (Both Doctors of Medicine)

 

It has been my pleasure working with Umesh Patel for several years. I have rarely met someone with such a keen and astute grasp of finance navigation or someone who can clarify complex ideas in such an articulate and genuine manner. It is a pleasure to have worked closely with Umesh, as his character and trustworthiness are without question. Always the consummate professional, I have seen Umesh support his clients’ understanding of complex, with humor, dignity and kindness. I am sure Life Streamliner, imbued with Umesh Patel’s calling to uplift others, as well as his uncompromising integrity, will continue to serve as an invaluable resource as people move forward in this time of financial uncertainty, to both educate and empower.

Jeff D (Doctor)

 

FAQ

What Does Life Streamliner Do?
How Did Life Streamliner Come To Be?
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.