Lifestyle | Transitions Financial 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.”

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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Forecast

This short video helps explain why markets can be as unpredictable as the weather.

To Catch a Thief

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Financial Planning for Divorce

Tap into one of the most important members of your "divorce team".

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Legacy Planning in Retirement: Passing Down Financial Values

Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Acres of Diamonds

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

Surprises

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

What to Do When You Lose Your Wallet

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.