Live By Your Design: Plan for Life's Events, Embrace Your Vision

Embrace Your Future with Us: We celebrate your uniqueness and empower you to navigate uncertainty with the tools you need to thrive

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Retirement Strategy

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Coaching

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Travel

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Live By Your Design

Hi, I am Tamra

If you've ever questioned whether you're truly prepared for your future—be it raising children, securing their future, planning for retirement, or having a safety net for emergencies—you've come to the right place.

As a proud United States Air Force veteran, a mother of four, and the owner of Live By Your Design, I've faced the uncertainties of retirement, struggled with planning for my family, and felt the strong desire to create a lasting legacy. This is why I do what I do! I’m here to help families and individuals transform their futures. Together, we’ll gain clarity on your goals and develop strategies to turn your dreams into reality.

Our Service

Your Dreams. Our Expertise.

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Retirement Planning

It's better to "plan five years ahead than five minutes too late." With our retirement planning team, we help you identify your goals and the financial tools you need to achieve them.

Life Insurance

Life insurance isn't just a benefit for your beneficiaries after you're gone; it's meant to be accessible while you're still living. Let us educate you on how to achieve this. Build your dreams while creating a lasting legacy.

Fixed Indexed Annuities

Many of our clients seek greater protection and growth for their tax-deferred accounts (such as 401(k), 403(b), and Traditional IRA). With a Fixed Indexed Annuity, we can offer just that.

Travel

Travel doesn't have to be expensive. We've teamed up with an agency to offer our clients exceptional travel experiences along with expert advice.

Coaching

We didn't create our business in isolation. We've researched numerous companies and invested in million-dollar mentorship. Allow us to help you or your organization realize your vision.

Partnership

We don't work in a vacuum. When we can't find an answer or provide a service that our clients need, we have a team ready to assist. Through our partnership program, we help you access all the resources you require.

Why Choose Us

Keep all the money that is yours

When it comes to achieving our financial goals, we believe there’s always a better way. Access to resources and information shouldn’t be restricted; it should be available to everyone. Join us as we implement key principles to empower you because:

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We Believe in Education!

Financial literacy begins here! We aim to empower you to make the most informed decisions.

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We Believe in Good Relation

Our relationships are essential, and we believe in nurturing them for the long term.

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We Believe in Abilities

We are continually enhancing our skills to provide you with the latest information and strategies.

Easy Step Process

How it works

First Step

Second Step

Third Step

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Consultation

Allow us to earn your business. With a complimentary consultation, we will assess your needs and create a customized strategy just for you.

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Service Process

Once we identify the right strategy, we will collaborate to implement it effectively.

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Delivery

While we will provide a final product, we remain with our clients throughout their lives and evolving needs.

We provide expert support for all!

Not sure where to begin? Start with a complimentary consultation. Give us the opportunity to serve you

Choose Your Package

Accounting Services That Work for You.

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Start Up

Basic Package Service

$ XXX

Monthly

Up to 10 Consultations

Access to cloud service

Access Base Knowledge

Email Support

Small Business

Pro Package Service

$ XXX

Monthly

Up to 10 Consultations

Access to cloud service

Access Base Knowledge

Email Support

Enterprise Business

Enterprise Package Service

$ XXX

Monthly

Up to 10 Consultations

Access to cloud service

Access Base Knowledge

Email Support

Testimonial

Our Clients Reviews


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Jane Doe


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Jane Doe

New York, NY, USA

Get In Touch

Address

Office: Lorem Ipsum, XX, 12345

Assistance Hours

Mon – Sat 9:00am – 8:00pm

Sunday – CLOSED

Phone Number:

xxx-xxx-xxxx

Office: Zoom

Call 575-777-1179

Site: www.yourcompany.com

Copyright 2022 . All rights reserved