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.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Surprises

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

• Articles

  Building a Practice That Evolves

  Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!

  Have You Planned Your Succession Yet?

  If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?

  The Financial Literacy Crisis

  Many Americans are operating their personal finances with only the barest minimum of knowledge.

  Putting a Price Tag On Your Health

  Being healthy not only makes you feel good, it may also help you financially.

  Is Your Current Model Limiting Your Growth?

  If you’ve been thinking what the next step in your career could look like, explore growth with the right team.

  Early Lessons for Raising Financially Confident Kids

  Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

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• Calculators

  Should I Buy or Lease an Auto?

  Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

  Rent vs Buy Calculator

  Compare the long-term financial outcomes of renting versus buying a home.

  What's Your MPG?

  Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

  How Much Home Can I Afford?

  Estimate how much home may fit within your budget based on income and expenses.

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• Videos

  Coaches

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

  Suddenly Single: 3 Steps to Take Now

  Have you found yourself suddenly single? Here are 3 steps to take right now.

  Consider These 3 Things Before Driving Off the Lot

  Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

  An Arm and a Leg

  A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

  Forecast

  This short video helps explain why markets can be as unpredictable as the weather.

  A New Way to Look at Your Bucket List

  Bucket lists don’t have to be for tomorrow.

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