Understanding You First
How did you get to where you are? Where would you like to go? What keeps you up at night? What makes you happy? How do you describe success? How do you make choices? What are your biggest challenges?
To best serve you, we must first understand you. We strive to understand you holistically, as a human being. Finances represent just one aspect of your greater self and that greater self is not a number. At Financial Life Dimensions, we believe that until we understand you, nothing we do will make any cents.Meet the Team Our Philosophy Financial Concepts
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Military families face unique challenges, making personal finance even more critical.
A look at how variable rates of return impact investors over time.
How literate are you when it comes to your finances? Brush up with these five basics.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Making the most of surprises is a great reason to work with us.
A special needs trust helps care for a special needs child when you’re gone.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.