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YourLifeStage - Overland Park, KS

Call Us: 913 647-7982

 
What's Your Story? An Integrated Client Experience Streamline Your Parents’ Financials

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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

 

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

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

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

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

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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