Your Life Evolves Over Time, Does Your Planning Evolve With It?

Welcome to THE GAME OF LIFE (GOL)! If you’re breathing, you’re in it, like it or not!

Our new game board is a visual and interactive representation of life’s events. Find out where you are on the board and click on the interactive areas to see different messages. We’ll be adding more content to the game board in the weeks to come. Check back again to see what’s new!

The 4 sides of the board each represent a 25-year span of life, depicting how Wealth Management issues change as we grow. It all boils down to 2 distinct yet connected areas of our lives: our varied relationships with people, and our relationship with our wealth. Our hope is that it will prompt you to make some changes in your life that will smooth-out the road ahead.

We’re working on messages for every square.

Find and click on the following icons appearing on each side of the board below to see their messages.

find the icon on the board
Your first job...read more
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When I was 20 I was so excited to make my own money at my first job. I never thought of saving money…only spending it! If I had just saved a small portion my earnings I would have a sizable nest egg today. Neither school nor any person taught me anything about the Game of Life. If you're in the "Growing Years", you can change that for yourself.
Starting a business...read more
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Starting a business can be a slippery slope. Take Jill, who I worked with to start a small downtown restaurant. She was successful for the first few years, but lost 80% of walk-in traffic when her main customer base moved their offices. As a result, I helped her pivot to corporate catering where again, she had success, eventually selling the business at a profit some years later.
Your nest egg...read more
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Robert retired after working 50 years at a trucking company. While his nest egg had grown in the stock market, in retirement he was afraid of losing it all. So he shifted to real estate, purchasing an office building and putting down as much cash as he could to lower the debt. Things were fine until his primary tenant filed for bankruptcy. Not only did his income dry up, but the building’s value dropped 50%.
Death (Will & Trust)...read more
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Martha was a widow with money in the bank. Fearing the stock market, she invested in Insurance Annuities because of their reported safety from the stock market. She later found that with all of her money in annuities, she was unable to pull out money as needed due to penalties of withdrawal. She found herself locked into a set monthly income that didn’t cover unforeseen expenses.