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ALIGNING PERSONAL CAPITAL WITH FINANCIAL CAPITAL 

WE PROVIDE: DISCOVERY, CLARITY, ACTION 

 Process for Life and Financial Discovery

 

  • Includes:

    • Well-Being Index

    • Financial Well-Being Breakdown 

    • Validated Strengths and Values 

 

Clarity Between Your Client's Money And Life Goals

  • Scores and reports that provide insight for creating better financial and life plans

  • Better communicate with clients based on results

 

Action Plan To Enhance The Financial Planning Process

  • Inventory report for client and advisor showing: Well-Being Results, strengths, and values  

  • Action Plan to connect the Financial Plan to their Life Plan.  

 

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Skip Herndon

"LiveAnew helped me to find more purpose… It has allowed me to recognize my innate talents through stimulating experiences. I look forward to logging on every day!"

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  Tom Hill

"Values and passions are the cornerstone for goals and future direction in life. This is why I connected so well with the LiveAnew program."

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Sue Rector

"I became a LiveAnew member because I was looking for guidance… LiveAnew has helped me, and continues to help me find activities, people, and ideas that have provided that guidance."

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