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.”

Featured Video

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.

 

Featured Presentation

Managing Your Lifestyle

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

 

Surprises

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

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.