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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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?

Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.

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.

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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
The Best Apps in Travel
Technology tips to make your next trip even better.
4 Steps to Communicate More Effectively with Clients
I thought you might be interested in reading the latest GPS Practice Insights blog.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
View all videos
-
Articles
-
Calculators
-
Presentations
-
Videos