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.”

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Coaches

Coaches

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

4 Steps to Communicate More Effectively with Clients

4 Steps to Communicate More Effectively with Clients

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The Richest Man in Babylon

The Richest Man in Babylon

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

Professional women: Grow and protect your assets

You’ve dedicated years to building your career and providing for your loved ones. I help professional women like you manage financial responsibilities – so you can take the time to care for yourself and enjoy the rewards of your hard work. Call me to discuss the benefits of WealthLink, your personal financial website.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Building Your Legacy

A four-step framework for building a personal legacy.

7 Things that Drive Practice Value

I thought you might be interested in the latest GPS Practice Insights blog. Please reach out if you’d like to discuss.

Handling difficult phone conversations

You might be interested in reading the latest GPS Practice Insight blog. Please reach out if you’d like to discuss this topic

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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.

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.

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.

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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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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Forecast

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

The Richest Man in Babylon

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

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.

Coaches

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

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