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.Live Big®
It's about the size of your life,
not the size of your wallet.®
YeBu® in the News
The business and financial press frequently turn to us for insight and perspective. View all articles.
TheLiveBigWay Digest – The Cracked Crystal Ball, Dec 18, 2014
How to Invest When Your Crystal Ball is on the Fritz If you could see the future, diversification would be a bad idea. It’s simple logic: if you knew which assets were…more
TheLiveBigWay Digest – Building Better Decisions, Dec 4, 2014
Decision Architecture: Building Better Choices Elissa and Dave’s latest paper, Policy-Based Financial Planning as Decision Architecture, was just published in the December issue of the Journal for Financial Planning. Financial planning policies…more
Happy Thanksgiving 2014, Nov 26, 2014
With all the noise and turmoil that sometimes fills our daily lives (not to mention our daily newspapers), we all cherish the opportunity for quiet reflection and the joyful fellowship of family and…more
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