Thousand Oaks Office

3323 Old Conejo Road

Thousand Oaks, CA 91320

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!
Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Acres of Diamonds

Acres of Diamonds

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

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

The Financial Literacy Crisis

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

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

View all articles

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

View all calculators

Surprises

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

Coaches

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

To Buy or Not to Buy

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Acres of Diamonds

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

View all videos