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NFL Animal Draft – The Right...

Like many parents, I spend much time in the car with my kids. Whether to and from school or extracurricular activities, we spend lots of time together on the road. […]

March 30, 2024 Read more
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Non-Retirement Investing – What Can Young...

As a family financial planner operating around the Greater Boston area, I work with young families of varying degrees of wealth, all trying to establish themselves in the region and […]

March 17, 2024 Read more
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Value vs. Cost: Investing in the...

When traveling with family, making the most out of every journey is not just a desire but a necessity. I’ve traveled quite a bit in my day, both as a […]

February 28, 2024 Read more
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Questions I’ll Hear Throughout Tax Season...

Ah, it’s that time of year again, tax season 2024! It’s not quite as exciting as opening day at Fenway (while that’s arguable this year); it is a time people […]

February 15, 2024 Read more
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Financial Legacy Planning – What’s Your...

Since I last wrote about the Patriots and compared their season to the fluctuations of Bull and Bear Markets, there have been some paradigm shifts, and the mantle is turning […]

January 30, 2024 Read more
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Is Boston Too Expensive for Families?

As a family financial planner who spent many of his formative years working and living in Boston, I’m often approached with questions about the city. Whether it’s about the Celtics, […]

January 15, 2024 Read more
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2023 Recap – A Financial Advisor’s...

Another year in the books, and oh boy, as I’m just getting used to writing 23’ when dating my checks, I’ll need to reorient to 2024. Admittedly, I still have […]

December 26, 2023 Read more
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What Should Empty Nesters Be Asking...

There are chapters of life we are always hurdling toward, and before we know it, they’re upon us. Now, I’m not an “empty nester” yet; I’ve got at least eight […]

December 18, 2023 Read more
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Bull and Bear Markets: Sticking to...

Boy, oh boy, as I’m writing this, the Patriots are having a historically bad season, the likes of which we, as fans, have not seen in over 20 years. Talking […]

November 30, 2023 Read more
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Financial Contentment: What Are You Thankful...

Tis the season; the annual year-end mad dash through holidays, shopping sprees, vacation time, and bored children on break is upon us. We kick it off with Thanksgiving this week, […]

November 21, 2023 Read more

Investment Review

$500 - Available to DIY and DIWM subscribers (included with DIFM package)

An in-depth review of your current portfolio of investments, based on my proprietary Thrive Method, a program I’ve developed over decades of experience. You’ll receive a custom-generated list of suggestions, actions, and strategies to help maximize your investment and asset allocation. The review features a calculated risk analysis, current cost analysis, and investment performance analysis.

CFP Review

$750 - Available to DIY subscribers (included in other packages)

A one-page financial plan that not only contains information about your current situation but also provides insights to help guide future-focused strategies and decisions. Imagine taking tens if not hundreds of pages of financial data and distilling it into an actionable doctrine - this is the Thrive Certified Financial Planner Review.

Single Issue Plan

$250 Each - Available to DIY subscribers (included in other packages)

We create a customized, concise, and easily accessible plan to address a specific issue you’re concerned with and outline how to approach it. Some examples include college planning, pension options, retirement readiness, early retirement healthcare, social security, and many more!