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About
meet carlos
Founder & CEO of Lifestyle Ownership
"I like most Americans start life with big ideas about how I want to live, what I want to do, and what places I want to visit. I never really considered the real cost and the maintenance of such a lifestyle. I did realize it took money so in my first 26 working years I chased the DOLLARS and ended up financing a lifestyle that I could not afford. Fast forward to today, I found my number, found freedom, and am owning my lifestyle. Think about this no one builds anything without a plan that includes the cost of the project, but we go after a lifestyle not knowing the cost. Lifestyle Ownership, What’s Number”? We can get back on track."
Resouces
insurance
Learn about the benefits of life insurance with our partners at Trapp Insurance Group.
taxes
Learn how you can keep more money in your pocket at tax time with our partners at Mims Financial Group.
retirement
Learn about planning your financial future number and finding retirement solutions with our partners at Hunter Street Advisors.
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