4111 S. Darlington Avenue, Suite 800, Tulsa, OK 74135    |    (918) 664-0081    |    Get Office Directions

Financial Strategies for Life 

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.”

 
 

Related Content

A New Way to Look at Your Bucket List

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.

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

 

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The Financial Literacy Crisis

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

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Building Your Legacy

A four-step framework for building a personal legacy.

View all articles arrow

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.

View all calculators arrow

Managing Your Lifestyle

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

View all presentations arrow

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Consider These 3 Things Before Driving Off the Lot

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

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.

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.

What to Do When You Lose Your Wallet

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

View all videos arrow