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.”
Surprises
Making the most of surprises is a great reason to work with us.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Building Your Legacy
A four-step framework for building a personal legacy.
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Bulletproofing Your Business
Small businesses are at risk when they lose a key employee. Here’s how you can protect yourself.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Surprises
Making the most of surprises is a great reason to work with us.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.