Clutter-Free Wealth, by Liz Miller

A Goal-oriented Guide to Gaining Control of your Affluence

Cluttered wealth is wealth that has lost its direction. Gaining control and getting back on track brings comfort and confidence!

podcastListen to Knowledge@Wharton’s Recent Book
                       Interview with Liz

After 20 years of developing her goals-oriented approach for her successful clients, Liz wrote Clutter-Free Wealth to share her liberating approach. No longer do you need to be chained to stock quotes, daily business shows, and phone calls with a broker trying to determine how your investments are doing. Follow the goals-oriented approach to identify personal priorities and financial objectives. Using the guidelines in the book, identify the conscientious, proven professional that will make up the right team to control your wealth as you move forward in life. As you follow these steps you’ll find yourself becoming more comfortable and confident in your assets, your strategies, and your future.


Liz is interviewed about her book as part of Wall Street Journal’s kick-off “Getting Your Finances Organized.”  Liz explains how her book helps people cut through their clutter by focusing on personal, measurable financial goals.

podcastListen to Wall Street Journal’s “Your Money Matters” Interview with Author Liz Miller


Book Reviews

Hallelujah! At last, a common sense, highly pragmatic guide to cleaning up the mess that aggravates and hijacks so many of us when it comes to our financial affairs. Liz Miller answers the question, “Whom can I trust and with what can I trust them?” Her goal path chart alone is worth the price of the book. I strongly recommend Clutter-Free Wealth to any high net worth investor trying to make sense of it all!

Charlotte B. Beyer, Founder & CEO, Institute for Private Investors, Investor Education Collaborative

Liz Miller provides a well-organized financial guide for families that want to get more out of their wealth. Clutter-Free Wealth is highly recommended for those who feel they’ve lost control of their advisors and their goals.

A. Michael Lipper, CFA, President – Lipper Advisory Services, Inc.