Woodland Hills

5850 Canoga Avenue

Suite 400
Woodland Hills, CA 91367

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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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator can help determine whether it makes sense to refinance your mortgage.

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

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

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

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

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

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