fbpx
img
img

My Story

Hi, I’m Scott and I’m the founder of Thrive Wealth Strategies, a fee only financial planning practice dedicated to helping you reach your financial goals so you and your family can enjoy a happy, comfortable life.

Here’s a little bit of my story, why I started this site, who it’s for, how you can get involved, and why I am a financial advisor Boston trusts.

Back in 2014, when me and my wife, Jen, found out we were having our first boy, my wheels really started spinning. Of course, we were overjoyed! But also, as a financial planner in Boston, ALL of the “what if” scenarios started running through my head.

  • Do we have enough insurance? Life insurance…car insurance…health insurance…
  • How much longer will we be able to live in this two-bedroom condo in the city?
  • Where will we move to next?
  • Childcare! How will we afford childcare and a bigger, new home?
  • When do we start saving for college?
  • What about the rest? Diapers, wipes, toys, food…how will this all affect our budget?

That is a brief list of about 100 questions that ran through my head.

Was it scary? Yeah, it was. But what I realized is that it was possible to overcome that fear. Using my own experience as a financial planner in the Boston area, I was able to feel confident facing my questions. I came up with a plan for me and Jen, and I’m proud to say we’ve stuck to it.

Of course, some things have changed along the way. For instance, we’ve added two more boys, and a baby girl in 2022! So we’ve had to adjust the plan from time to time. But the whole way through, I’ve been able to conquer my fears by knowing that there is always a thorough plan that has me and my family covered.

The reason I formed Thrive is so that you can feel the exact same way about your family’s future. Life is full of enough stress. The job. Family. Staying healthy. The list goes on.

Money shouldn’t be something else you’re worried about.

So let Thrive help you and your family thrive. We will help you work towards your financial goals while you handle everything else.

Now that you’ve heard my story, here’s a little bit more about me. I’ve been a registered financial planner and advisor since 1999 and a licensed Medicare specialist through AARP and Thrive Medicare Strategies since 2005.

Those 4 children I told you about? They are now 8 (Finn), 6 (Rhys), 1 (Boden) and 4 months (Isla). As I sought ways to get involved in their lives from an early age, I served as the inaugural Dad’s Liaison on the board of the Newburyport Mother’s Club. The organization has now expanded into the Greater Newburyport Family Club, and I’ve been their Vice President for two years now.

I’m a firm believer in maintaining a healthy work-life balance and love to spend time with my wife and kids. I love to go on adventures with my family, whether it’s skiing, biking to the beach, or a strenuous hike near the pathways around our home. I can often be found chasing my boys on mud races and other activities they’re involved in.

Twenty years from now you will be more disappointed by the things that you didn't do than by the ones you did do.

So throw off the bowlines. Sail away from the safe harbor. Catch the Tradewinds in your sails.

Explore. Dream. Discover.

-Mark Twain

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!