Helping You Navigate
Life’s Financial Journey

Values & Lifestyle Planning

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.”

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.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

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


Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

The Best Apps in Travel

Technology tips to make your next trip even better.

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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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.

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.

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.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.


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.


The market is as unpredictable as the weather. We’d love to help you prepare.

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