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.”
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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One way to find money is to examine your current spending habits and eliminate money wasters.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A four-step framework for building a personal legacy.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
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The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.