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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

Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Taxable vs. Tax-Deferred Savings

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

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Bursting the Bubble

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

A Bucket Plan to Go with Your Bucket List

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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