Outlive Financial Planning LLC

The firm provides fee-only investment management and comprehensive financial planning services to individual and high-net-worth clients. Services include ongoing financial planning, project-based engagements, a DIY-with-assistance subscription option, and coordination of estate-planning work with third-party providers.

OFP develops client-specific investment policies and implements portfolios across public securities (stocks, bonds, mutual funds, and ETFs), managing accounts on a discretionary or non-discretionary basis and tailoring asset allocation to goals, risk tolerance, and tax considerations. The firm describes a mix of passive and active methods (fundamental, technical, cyclical, and charting analysis), regular quarterly reviews, and execution through an institutional digital custody platform.

Compared with many firms in its regulatory category, OFP discloses non-standard engagement formats — including project-based and hourly billing and a recurring DIY subscription — rather than relying solely on percentage-of-assets arrangements. The brochure also notes the firm is newly formed with no assets under management yet and that its principal maintains a substantial outside operational role in the military and a small real-estate ownership interest, which the firm discloses as significant outside activities.