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 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.
Live Big®It's about the size of your life,
not the size of your wallet.®
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Recent Commentary
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TheLiveBigWay* Digest – Confessions of a Cobbler, May 9, 2013
Elissa’s “Confessions of a Cobbler” You know the saying about the cobbler’s children having no shoes? I have to confess to being a bit of…more
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TheLiveBigWay* Digest – The Broken Compass, Apr 26, 2013
Investing With a Broken Compass: the Broken Analogy While sitting amid the scattered pages of the Sunday paper the other day, leafing through the magazine…more
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TheLiveBigWay* Digest – The Taxman Cometh, Apr 11, 2013
Last Call: Tax Day is Next Monday, April 15th While we normally take care of all of our clients’ account servicing needs, including IRA and…more
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