The financial advisory industry is broken …
Many people decide not to hire a financial advisor because they think:
- It’s hard to find someone to trust
- Difficult to justify the cost and unable to see the value
- Advisors are only for wealthy people
- I can do it myself
Others have worked with financial advisors and found:
- The cost outweighed the benefit
- I was promised financial planning but sold an insurance or investment product
- The process was too complicated
- I rarely heard from my adviser
To learn more about our iThrive Life Planning Process™ check out our video below:
Thrive was founded to change a broken industry.
"We are purposely a boutique firm founded by experienced CERTIFIED FINANCIAL PLANNER™ professionals dedicated to offering REAL financial planning for a fair fee."