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

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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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    The Richest Man in Babylon

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

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    Do Your Kids Know The Value of a Silver Spoon?

    You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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    To Buy or Not to Buy

    The decision whether to buy or rent a home may have long-term implications.

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