What is Live Greatly®?
The pursuit of using your resources in a way that brings you joy, energy, and a sense of purpose based on your values and personal goals.
Live Greatly® is not just about the numbers in your account or checking boxes on a financial plan.
Those are important, but it's about something bigger. It's about your story, your values, your life. It starts with a simple but profound shift in thinking.
To stop asking "Am I doing enough?" And start asking "What is it all for?"That's where everything changes. That's where financial security transforms into financial freedom, the kind that lets you wake up each day and live according to what matters most to you.
So... what does matter most to you?
Not a trick question. This is the work. This is the beautiful, messy, meaningful work of figuring out.
What do you actually want to do with your time?
Who do you want to be in this next chapter?
What values do you refuse to compromise on?
Think about what a truly well-lived life looks like across every area: your wellness, your community, the skills you want to utilize, the experiences that light you up, and yes, your finances too.
Because here's the truth: your resources exist to serve your life, not the other way around.
Combined with the right strategy, you can spend confidently, knowing you're not just burning through savings, but intentionally directing your resources toward what brings you joy.
Live Greatly® is not just about the numbers in your account or checking boxes on a financial plan.
Those are important, but it's about something bigger. It's about your story, your values, your life. It starts with a simple but profound shift in thinking.
To stop asking "Am I doing enough?" And start asking "What is it all for?"That's where everything changes. That's where financial security transforms into financial freedom, the kind that lets you wake up each day and live according to what matters most to you.
So... what does matter most to you?
Not a trick question. This is the work. This is the beautiful, messy, meaningful work of figuring out.
What do you actually want to do with your time?
Who do you want to be in this next chapter?
What values do you refuse to compromise on?
Think about what a truly well-lived life looks like across every area: your wellness, your community, the skills you want to utilize, the experiences that light you up, and yes, your finances too.
Because here's the truth: your resources exist to serve your life, not the other way around.
Combined with the right strategy, you can spend confidently, knowing you're not just burning through savings, but intentionally directing your resources toward what brings you joy.
Which direction is forward?
When you're on a journey, you need something to guide you.
Something to point you in the direction. You need a compass.
We've built an intentional, guided process.
Using the Compass: Live Greatly® Guidebook to reflect on where you are today across all areas of life. From there, we move to identifying the gaps between your current reality and your ideal future. This is an invitation to explore passions you've put on hold, discover new ones, and savor what you've worked so hard for.
