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iThrive Life Planning Process™

“We Do More Than Manage Your Money.”

To learn more about each step, click on the appropriate arrow:

To be successful you need to know (in writing) where you want to go.

“Understanding your vision is the most important step in iThrive Life Planning Process™, without it, we cannot guide you.”

1. What do you want to achieve?

  • Retirement
  • Fund a loved one’s education
  • Pay for a wedding
  • Buy a new home or vacation home
  • Travel
  • Care for a loved one

2. Specifically quantify each goal

  • When?
  • What does it cost?

Hoping everything will work out is NOT a strategy ... Know where you stand today.

1. Comprehensive Collection of Your Resources

  • Investment Statements
  • Real Estate Values
  • Business Values
  • Tax Returns
  • Mortgage Statements
  • Pay Stubs
  • Employee Benefits (Pensions, Stock Options, Restricted Stock and Deferred Compensation.)
  • Insurance Statements (Life, Disability, Long-term care, Auto and Homeowners)
  • Estate Planning Documents (Wills, Powers of Attorney, and Irrevocable Trusts)

2. Base Forecast

  • From 0 to 99 (being the highest)
  • What is my current probability of successfully achieving my vision?

Have FUN … build a PLAN, create a strategy to achieve your vision.

1. Make real time adjustments to your

  • Goals
  • Savings
  • Retirement date
  • Retirement spending amount
  • Investment risk level
  • Legacy – how much you want to leave your loved ones and/or charity

2. Watch your score change

3. Agree on your PLAN and walk away with a roadmap to achieve your vision

Sit back … Thrive will take action and implement YOUR plan.

“You don’t have time or the expertise to properly implement a comprehensive financial plan, we take responsibility to get it done for you.”

Thrive will:

  • See to it that your plan is implemented by experts
  • Quarterback among your team of advisors (accountants & attorneys)
  • Report progress
  • Hold you accountable to the adjustments you agree on 
    • You said you could save $XX and saved $XXX last year…Great Job!

Life happens … financial planning is not “set it and forget it”.

Adjustments are necessary as you progress through life:

  • Get Married
  • Have a baby
  • Get Divorced
  • Get Remarried
  • Parents Pass

At Thrive we are Life Planners™

  • We are YOUR partner to guide you through anything (financial or non-financial) life throws at you 

Thrive will:

  • Annually confirm your vision & test your probability of success