Financial and Lifestyle Goals
Financial lifestyle guidance for balanced daily living!
Financial Lifestyle Guidance for Life Balance Now!
Financial stability and an intentional lifestyle give you the freedom to fully pursue your dreams. These goals cover a wide range of areas and include how you live and what you spend money on. Areas in this category include where you live, what you live in, the type of car you drive, how you get from one place to another, what leisure activities you do, travel/vacation, your plans for retirement, and more.
For anyone who is unaware or unsure of Resources available to you in this category or any category, or for any goal, just do an internet search on "resources for ___(state your goal). Example: "Resources for retirement planning."
There are too many areas and possible goals to cover, so only a few Resource links are listed. Since managing your money is such an important area in life and usually relates to the other goal categories and is an area that many people need help with, I focused the Resource links to these financial institutions because they are large, well-established companies that offer a wide variety of services and resources.
Disclaimer: Fidelity does not endorse, sponsor, nor is affiliated with this site or any third-party website, entity, service or product listed her. Also, clicking on the Fidelity link will take you from this website.
Charles Schwab | A Modern Approach to Investing and Retirement Planning | Charles Schwab
Disclaimer: Schwab does not control this site or services, and Schwab makes no representations or endorsements whatsoever concerning this site or its services. Â Also, clicking on the Schwab link will take you from this website.
https://personal.vanguard.com/
Disclaimer: Vanguard does not control this site or services, and makes no representations or endorsements whatsoever concerning this site or its services. Â Also, clicking on the Vanguard link will take you from this website.
Coaches, Advisors, and Experts that can help with your finances are financial advisors, accountants, tax attorney, bankers, and successful friends.
Financial Advisor : (2) Darren McNeely | LinkedIn  With over 34 years of experience primarily in Private Wealth Management, he specializes in investment management, retirement planning, and risk management for individuals, entrepreneurs and small businesses.