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Discover 15 Critical Decisions Most Parents Overlook When Having A Baby

Download our free guide that help you organize your finances and plan for your family's future, one step at a time

Financial planning doesn't have to be stressful.

When you’re having a baby, money shouldn’t be a worry. 

 

Our roadmap does the financial heavy lifting so you can relax and focus on making the best memories with your baby.

What do I get inside?

Destress parenting. Save time.

Download our free financial planning roadmap that outlines the 15 steps you need to take TODAY to secure your family’s future.


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By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact
I hate spam too. So I’ve taken an oath to only send you information that’s insanely valuable. If you feel you no longer need our emails, unsubscribe at any time. We never sell your data.

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!