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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

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

How Income Taxes Work

A quick look at how federal income taxes work.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Contributing to an IRA?

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

Should I Buy or Lease an Auto?

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Lifetime of Earnings

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

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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.

Long-Term-Care Protection Strategies

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

5 Smart Investing Principles

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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