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.

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TheLiveBigWay Digest

  • TheLiveBigWay Digest – To Roth or Not, Oct 23, 2014

    To Roth or Not A Roth Conversion is a taxable transfer of assets from your traditional/SEP/SIMPLE IRA to a Roth IRA in an effort to take advantage of the tax and withdrawal benefits…more

  • Ignore the Headlines, Oct 15, 2014

    Bad news can be like waves sweeping in and breaking along a sandy shore.  The quiet rumble as the watery walls form, break, and lap upon the shingle fades from our conscious awareness until the surge from a sudden harmonic convergence leaves us…more

  • TheLiveBigWay Digest – Origins, Oct 9, 2014

    Dimensional Origins DFA founder David Booth likes to say, “it’s about ideas,” and we certainly don’t know of another fund company that has been more about ideas than Dimensional Fund Advisors. 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