HOLISITIC FINANCIAL LIFE PLANNING

Holistic Financial Life Planning is a process not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.

HOW DO I MAKE THE RIGHT DECISIONS?

No matter where you are in life, financial decisions abound. And when you’re busy, overwhelmed by options or confused by contradictory advice, it is hard to be confident you are making the best decisions. As your trusted adviser, we'll work with you to identify the proper path then help to keep you on it.

HAVE YOU BEEN PURPOSEFUL?

Your goals and values are the foundation on which your personal financial plan is built. Everything else is coordinated so that you can achieve your goals while remaining true to your values.

HOLISITIC FINANCIAL LIFE PLANNING

Holistic Financial Life Planning is a process not an event. It focuses on your goals, integrates all areas of your financial life, recognizes how your beliefs and attitudes impact the decisions you make, and adjusts as your circumstances change.

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FINANCIAL PLANNING

When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Active Lifestyle has you covered

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TAXES

The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth.

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INVESTMENT ADVICE

Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both.

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Active Lifestyle serving Charleston, SC, Washington DC, Seattle, WA, Houston TX .

843.225.2058