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.”
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Have A Question About This Topic?

What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.

Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Physicians: Take care of your financial health
Your career demands time and energy and may not leave much space for financial management. That’s where I come in. I’m proud to work with heroes who dedicate themselves to healing and caring for others. Contact me today, and let’s work on reaching your financial wellness goals.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
The Best Apps in Travel
Technology tips to make your next trip even better.
Building Your Legacy
A four-step framework for building a personal legacy.
View all articles
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos