As a lifelong Boston sports fan, my first reaction to the Jaylen Brown trade was probably the same as yours: “WTF are the Celtics doing!?” Jaylen has been one of […]
One of my earliest lessons (that I can remember) about money came from my parents. When I got my first real summer job (a step above lemonade stand), they created […]
There are two times of year when my family’s calendar feels completely out of control: the holidays… and the end of the school year. Between Mother’s Day, Memorial Day, spring […]
I was standing in the TSA line at Logan Airport recently when I looked up and saw the championship banners hanging overhead. Like most Boston sports fans, I felt a […]
One of the advantages of being a family financial planner is that I get a front-row seat to how people think about money at every stage of life. Over the […]
There are two places in life where people tend to suspend logic a little more than usual: casinos and Disney. And honestly, I get it. You walk into a casino […]
There’s a very specific feeling that hits right after you file your taxes: relief! The forms are signed, the numbers are final, and for a brief moment, you don’t have […]
There’s a shift happening in the market that doesn’t show up on a ticker or in an earnings report, but it does show up in how people feel. For years, […]
Let me get this out of the way early. I’m an unabashed patriot. And yes, that includes the New England Patriots, even if the dynasty years feel a little further […]
The 50/30/20 rule: spend 50% on needs, 30% on wants, and save 20% for the future. It’s clean and easily digestible; it feels like the kind of structure people crave. […]
$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.
$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.
$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!
