Creative Strategies – Grounded Wisdom®

You’re successful; you’ve earned the right to explore life and all it has to offer. You have the right to explore with confidence.

We help bring clarity to your situation, provide financial planning advice based on empirically-validated theory, and engage in the ‘straight talk’ that is essential in today’s increasingly complex financial landscape. We provide the creativity and grounded wisdom that help you make the most of your very personal journey. Learn more.

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It's about the size of your life,
not the size of your wallet.®


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TheLiveBigWay® Digest

  • TheLiveBigWay® Digest – Sweet Talk, Feb 8, 2017

    Reviewing the Benefits: Renting and Buying Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial…more


  • TheLiveBigWay® Digest – Bucks and Benefits, Jan 26, 2017

    Market Note: Dow 20,000 The Dow closed above 20,000 for the first time on Wednesday, repeating the feat the following day. There are headlines any time the Dow crosses a 1,000 mark…more


  • TheLiveBigWay® Digest – Resolutions, Jan 11, 2017

       Market Review: The Year of Living Dangerously The markets, which is to say investors, hate surprises, though that’s pretty much all we get day-by-day. It’s called news.  But some years carry…more


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“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson