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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

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Inflation & Your Money

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

 

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

The Cost of Procrastination

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

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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Taxable vs. Tax-Deferred Savings

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Estimate Your RMD

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

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

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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