Every year around this time, I swear the calendar hits fast-forward. We go from the first-day-of-school pictures…to pumpkins and costume chaos…to Thanksgiving pies…And suddenly we’re staring down the holidays, wondering how the year […]
Your 30s are a strange financial decade. You’re not “new at this” anymore, but you’re also not at the finish line. You’ve got bills, maybe kids, maybe a mortgage, and […]
When some people hear “white glove service,” they usually think of luxury or pampering. But the truth is, white glove isn’t about indulgence; it’s about efficiency. You’re paying for saved […]
Fall is here. Back-to-school mornings, kids’ sports in full swing, and the NFL season officially kicks off. I recently wrapped up my fantasy draft (along with a new NFL animal […]
A common philosophical misunderstanding with financial planning is that people tend to think it’s all about having enough or not enough money, but the common misttep is not knowing what […]
Harold was one of my closest friends and mentors, and he passed away this past July. Harold used to say he was always just “a couple of years from retiring.” […]
In financial planning, it’s easy to lose sight of the goals when the numbers and strategy often dominate the available focus. But as a family financial planner, I often need […]
Every few minutes, someone on TV (or web stream) is shouting about the economy. One channel says it’s booming. Another says it’s collapsing. One headline blames high egg prices, another […]
A few weeks ago, I sat across from a thoughtful, successful couple of parents. They’re professionals and very proud of what they’ve built. Midway through the conversation, the husband leaned […]
Standing in the candy aisle before Easter feels like managing a portfolio. There are so many colorful choices, shiny wrappers, and promises of satisfaction, but filling your basket with everything […]
$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!
