Our goal at LiveAnew is to help both financial advisors and individuals create a smarter, more complete approach to financial planning.  We want to help you become better at planning for the good stuff in life that resides beyond money.  What’s the money for?  Or, as some say, what is the “why” behind the money?  These are the questions we want to help you solve.

 

If you’re an advisor, we provide you with an easy to use process for getting to know your clients better than you ever have before. For individual’s seeking guidance, we provide real tools that can help reveal things about yourself that you hadn’t realized in the past.

 

The end result is a more connected person.  Connected to the things that will provide for the best next phase in life and to a financial approach to investing that better aligns with your goals and dreams.

 

Here’s how it works….

 

First: Take our Well-Being Index.  This index helps to identify certain key areas in both personal and financial well-being that should be considered in order to get the most out of life in all stages.

 

 

 

Second:  Solutions for whatever the Well-Being Index reveals, can best be designed by utilizing individual strengths and connecting with our values.  This is why we have created a psychometrically validated Strengths and Values Survey that was designed specifically for creating what’s next and how we might connect with certain engagements better than others.

 

 

 

Third:  Investing You. This summary report will help you to decide what your next steps should be .Organizing the information and summarizing it in an easy to understand one-page report is important. It gives a summary of something we call your Personal Capital and how, along with your Financial Capital, you can go about creating the life you desire.

 

 

 

Fourth:  An Action Plan is created with specific recommendations for next steps.  This plan also helps create clearly defined financial goals for those actions with financial implications.