Concurrent Financial Planning

Life Money Balance® Blog

Grab your easy-going financial education resource that empowers the life you envision. Find actionable insights that bridge wealth and well-being to secure your finances for a flexible lifestyle and retirement confidence.

Let your life lead your money. Live aspirationally!

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LMB® Wealth and Wellbeing Assessment

Take charge. Align your life and money to discover your aspirational money mindset and achieve your version of financial freedom with our financial harmony assessment.

LMB® Wealth Wellbeing Assessment