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.”

Have A Question About This Topic?

Thank you! Oops!
Coaches

Coaches

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

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Let’s Look Forward

While we can’t predict the future, WealthLink – your personal financial website – allows us to run what-if scenarios to determine how your decisions today might affect your tomorrow. Let me show you how it works.

Coping with Market Volatility: Avoid Rash Decisions

Wondering if you should reallocate your investments due to market volatility?

Coronavirus Concerns? Consider Past Health Crises

Volatile markets are making a lot of headlines these days. But, before you panic, it’s important to keep your perspective...

View all articles

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.

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.

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.

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

What to Do When You Lose Your Wallet

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

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.

To Buy or Not to Buy

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

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.

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.

View all videos