Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Featured Video

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Featured Presentation

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Surprises

Making the most of surprises is a great reason to work with us.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

• Articles

  Stop Wasting Money

  One way to find money is to examine your current spending habits and eliminate money wasters.

  The Best Apps in Travel

  Technology tips to make your next trip even better.

  Debt Stress

  There’s a link between debt and stress.

  Keeping Good Records is Good Business

  Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

  Creative Ways to Motivate Your Employees

  Five creative (and inexpensive) ideas for motivating your employees.

  Saving on Fitness Center Membership Costs

  There are ways to improve your physical fitness without denting your fiscal fitness.

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• Calculators

  Should I Buy or Lease an Auto?

  This calculator compares the financial impact of leasing versus buying an automobile.

  How Much Home Can I Afford?

  With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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• Presentations

  Managing Your Lifestyle

  Using smart management to get more of what you want and free up assets to invest.

  View all presentations

• Videos

  Acres of Diamonds

  In life it often happens that the answers to our most pressing questions are right in our own backyards.

  Forecast

  The market is as unpredictable as the weather. We’d love to help you prepare.

  Coaches

  Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

  Consider These 3 Things Before Driving Off the Lot

  There are a few things to consider when buying or leasing your next vehicle.

  A New Way to Look at Your Bucket List

  That big list of dreams and goals isn't the only way to look at your bucket list.

  What to Do When You Lose Your Wallet

  Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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