Our Process

Money is a tool. If used properly it can alleviate stress and provide for the things we want in life. It can help us express and live out our values, create experiences with those we love and provide an opportunity to give back. Yet, too often, money is viewed as a number we need to achieve while ignoring the consequences and opportunities along the way.

That’s where we come in. LiveAnew is a company dedicated to providing real solutions for figuring out how to best align our money in such a way that it brings real prosperity and happiness to our lives. We help both Individuals and financial advisors utilize a scientifically validated process that simplifies the alignment between money and life.

Here’s how it works…

Create a baseline.

The first step is to find out where we stand. If you don’t know where your starting from, it’s hard to take the right journey toward improvement. That’s why we start with our Well-Being Index. This index was created by a group of psychologists with a financial bend in mind.

It measures both personal and financial capital. Personal Capital focuses on YOU.

Do you feel fulfilled?
Are you optimistic about your future?

While financial capital looks at your outlook on a financial standpoint.

How do you feel about your savings, level of debt, cash flow, investments, and your ability to reach your financial goals?

In summary, the Well-Being Index provides an analysis of your overall well-being. Using our framework you and your financial advisor will create a plan to help you live the life you desire.

We go future into your well-being by having each person take a scientifically created strengths and values survey. Most strengths and values tests are organizationally based (i.e. how do I best perform at work). Ours is centered around items that can help you decide how to best align your time and relationships in areas that will serve you best.

You receive an organized summary providing your top results and areas that you can take action on. This summary can be shared with your financial advisor.

After you have taken the Well-Being Index and Strengths and Values Survey you will receive an organized summary with your top results and areas that you can take action on. This summary is shared with your financial advisor.

This report which we call Investing You, provides an easy to understand summary of your top strengths, values and interests. It also provides the results of your Well-Being Index. Together, this information helps you make good decisions about your future and with the help of your financial professional, it helps to build a more centered financial plan.

A personalized Action Plan is created. Without action nothing happens.

This is a plan that you and your financial advisor review together. It helps you by creating a partner in providing financial solutions when appropriate. Not all of your future plans will have financial implications, but many will. Money and life are often connected. Your financial advisor will be there to help along the way.