Ilan Cuellar, CFP®, PPC™, CPFA

(281) 815-4108 ext. 1011

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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