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 – 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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“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