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.”

 

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To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Infographic: Personal Finances Are Like A Game of Golf

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

Surprises

Surprises

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