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

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

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.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Coaches

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