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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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Plan for the things you can protect against, like a loss of income due to illness or injury.
If you find it hard to attain personal life goals, there’s an app for that!
De-stress money management in your household with a systematic approach.
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Apps that help small business owners better manage and grow their business.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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The market is as unpredictable as the weather. We’d love to help you prepare.