Congratulations! 

Today is your day.

You’re off to Great Places!

You’re off and away!

You have brains in your head. 

You have feet in your shoes.

You can steer yourself any direction you choose. (Dr. Seuss)

 

At LiveAnew, we believe that today is your day and tomorrow can be even better.  We believe that financial security is not a destination or a magic number, but something that if understood and planned properly can be lived throughout one’s lifetime.  We believe that the financial planning process needs to be updated to better reflect one’s life goals and values and that the process for allowing this to happen needs to be more current with science and technology.  It should not just be about asking open-ended questions, but rather about providing real structure and tools that are easy to use and that challenge us through the answers they provide.

 

This is why we created LiveAnew.  Through our forward-thinking process, both individuals and financial professionals’ benefit from the connection we create between money and life through the application of our Well-Being Index, Strengths and Values Test, and yes, a few open-ended questions to round out the discovery.  

 

We are a group of financial advisors who understand what investors and advisors are looking for in this area.  Our process is based on the science of Positive Psychology with the application of wealth management, as our founder is both a financial professional of over 25 years and a graduate of the prestigious Masters of Applied Positive Psychology program at the University of Pennsylvania.

 

We have successfully achieved what others have not been able to do, that is to provide an easy to use process for connecting money to life in a structure that is largely automated, has validity through science, provides a great roadmap for solutions, and offers the most in-depth understanding of the client by the advisor, that has ever been created before.

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