GO FROM STRIVING TO THRIVING.
Aligning a balance sheet with a balanced life.
DISCOVER WHAT’S REQUIRED WHEN YOU’RE RETIRED.
Purpose-driven planning for your future.
PLANNING YOUR DREAM AS A TEAM.
We get to know you and treat you like family.
Live a better life with a financial plan that aligns with your values and goals. At Plan2Thrive we help you focus on being purpose-driven, not just money-driven. With our decades of financial experience, we’ll work closely with you to learn, understand, and co-create a plan that brings fulfillment for today and stability for tomorrow. Learn when you can retire, what you’re retiring to, how to know if you’ll run out of money, and how to thrive in your retirement.
We put you in the thriver’s seat.
We bring understanding to planning.
We put your money where your heart is.
“My husband David and I work hard, but we’ve accrued thousands of dollars in credit card debt. Weneed someone to help us live within our means and plan for the future.”
“I’m a business woman with 2 teenagers looking for ways to help with their college and my husbandand I’d financial future.”
“I’m an entrepreneur who needs a trusted financial partner who shares my values of faith, family, andcommunity.”
“I’m nearing retirement but uncertain about my financial future. I need someone I can trust to guideme forward.”