Office One

1673 Mahan Center Blvd.

Tallahassee, FL 32308

Office Two

317 N. Park Ave

Dothan, AL 36303

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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An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

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

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

4 Steps to Communicate More Effectively with Clients

I thought you might be interested in reading the latest GPS Practice Insights blog.

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.

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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.

Bi-Weekly Payments

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

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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

View all calculators

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.

Forecast

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

Surprises

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Consider These 3 Things Before Driving Off the Lot

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

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.

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  • Changing Unhealthy Behaviors

    Five phases to changing unhealthy behaviors.

    To Catch a Thief

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

    Coping with Identity Theft

    Worried about identity theft? You should be. Identity thieves can max out your credit cards, open new accounts in your name, and even purchase cars and homes on the basis of your credit history. But you can take active measure to protect your financial life and well-being from thieves. Here’s how.

    Your financial world in one place

    WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today

    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.

    Debt Stress

    There’s a link between debt and stress.

    View all articles

  • Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    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.

    Bi-Weekly Payments

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

    Should I Buy or Lease an Auto?

    This calculator compares the financial impact of leasing versus buying an automobile.

    View all calculators

  • Managing Your Lifestyle

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

    View all presentations

  • Acres of Diamonds

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

    Forecast

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

    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.

    To Buy or Not to Buy

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

    The Richest Man in Babylon

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

    Consider These 3 Things Before Driving Off the Lot

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

    View all videos