Eric J. Bergenn, Financial Planner

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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

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Estimate the total cost in today's dollars of various mortgage alternatives.

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

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It May Be Time for a Financial Checkup

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