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Legacy Planning – 5 Meaningful Ways...

As you sail into the tranquil waters of retirement, it’s natural to reflect on the footprints you’ll leave behind in the sands of time. This process, often called legacy planning, […]

June 30, 2023 Read more
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Protecting Elderly Parent’s Assets – The...

We will all encounter the same unavoidable difficult moments/events; it’s a simple fact of life. Whether it’s the loss of a friend or family member, separation/divorce, or our parents’ aging, […]

June 15, 2023 Read more
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Building Generational Wealth – Nurturing Strong...

We sit on the edge of summer; it’s about to arrive. The school days will be out, and the kids will be clamoring for weekday attention, ice cream, hot dogs, […]

May 31, 2023 Read more
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Family Financial Planning for Generations

Once in a while, we all have these brief moments of silent appreciation, moments when you take a slow, deep breath, take in everything you have around you and smile—a […]

May 15, 2023 Read more
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Family Trip To Disney World; The...

Recently, my wife and I decided to take the kids to Disney World, and while there was some deliberation on whether or not we should, we decided not to skip […]

April 30, 2023 Read more
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Retirement or Retirements?

More choices/options are available with each passing year in almost every aspect of life. When I was a kid, there may have been 10-15 options for popsicles in the frozen […]

April 15, 2023 Read more
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Don’t Skip the Memories; How Much...

Let me paint you a picture. It’s day 3 of a 7-day school vacation week in February, and my wife and I are coming off a few no-school snow days; […]

March 13, 2023 Read more
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Roth IRA Contribution Deadlines; Details to...

Tax season looms over many households as we enter the final weeks of winter; for some, it’s something to fear and dread each year, and for others, it’s nothing but […]

March 8, 2023 Read more
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Financial Choices and Obstacles; Let’s Hit...

Are you ready to hit the slopes!? Skiing is more than just a fun activity – it’s a journey of choices and obstacles. On a ski day, we all start […]

February 24, 2023 Read more
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500k Is a Comfortable Middle-Class Income...

One of my most consistently popular blogs, hands down, is the piece “$350k/year for a Middle-Class Lifestyle.” Without a doubt, I get more web traffic, inquiries, and conversations from that […]

February 16, 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!