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Suite 220
Lake Oswego, Oregon 97035
(503)207-4509
rachel.novak@westpacwealth.com 

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.”

 
 
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

5 ways caregivers can prioritize their well-being

5 ways caregivers can prioritize their well-being

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

 

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

5 ways caregivers can prioritize their well-being

If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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