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YourLifeStage - Overland Park, KS

Call Us: 913 647-7982

 
What's Your Story? An Integrated Client Experience Robo Advisor Elder Care

My Unique Process


Five integrated stages. To fully realize your vision, you need a few simple things: Inspiration. Clarity. Direction. Action.

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What I Offer


I'm here to help you dream, plan, focus and achieve in ways you might never have imagined. My role is to put you in the spotlight - and to help you live as only you can.

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Resources for You


A wide range and variety of tools and resources that enable your story to be rich and fulfilling.

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Behind the Scenes

The Story of YourLifeStage

Welcome to YourLifeStage, a dynamic, empowering process designed around you and your story. YourLifeStage reflects my passion for creating unique relationships with each and every client. This carefully scripted process makes you the star as you move through the various stages of your life. The result is a pure and ever-changing expression of you - your goals, needs, dreams and desires - as you confidently live your life story.

I've always found great satisfaction in helping people live the lives they want to live. My desire is that YourLifeStage will not only contribute to your financial success, but also positively impact all facets of your life.

I look forward to creating a one-of-a-kind experience with you.

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Helpful Content

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Directors and Officers Liability Insurance

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

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