Plan 2 Thrive

Plan 2 Thrive™ is a trademarked program focused on young professionals, which we use to develop a comprehensive strategy to address your financial needs and concerns.

What Do We Do?

We work with Young Professionals to help them reach their personal and financial goals.

What Do We Mean By This?

Most of our clients in my Plan 2 Thrive™ Program are intelligent, hard-working young professionals, who could use some help managing the unique financial challenges that 20 and 30-somethings face in today’s world. The interesting thing is, despite their background, the young professionals I deal with usually say the same three things.

What Are Those 3 Things?

  1. We have student loan debt.
  2. We want to make the right decisions with our money.
  3. We want to live a different kind of lifestyle.

How Do We Work With Clients to Address Their Concerns?

The concerns and realities that young professionals face require the insight and understanding that we provide. We work with my clients to:

  1. Develop their Balancing Debt Strategy
  2. Design their Personal Money Plan
  3. Engage them in my Young Professional Lifestyle Program
Whether you’re looking for tax-planning, income-planning, estate-planning, retirement-planning, strategies for growing wealth and repaying debt, or general financial advice, we take into account all relevant factors to develop a plan for you, such as:
 Asset Management
  • Goals & Objectives
  • Family changes
  • Significant Events
  • Asset Allocations
  • Growth Strategies
  • Income Vehicles
  • Tex efficiency
  • Education planning
Liability and Risk Management
  • Personal debt
  • Rainy day fund
  • Mortgages
  • Home Equity Line/Loans
  • Portfolio Equity Lines
  • Business Lending
  • Liquidity risk
  • Risk management
 Protective Strategies
  • Life insurance
  • Critical illness insurance
  • Long Term Care Insurance
  • Disability planning
  • Retirement planning
  • Will and Power of Attorney

My True Value to You.

As a young professional myself, who is also working to balance my career, personal life, and goals for my future, I understand the challenges you face. My goal is to work with you to determine your true needs, priorities, and dreams, and implement the processes that will help you turn those dreams into attainable goals. I utilize a fun and educational approach to help you organize and gain confidence in your financial lives, and allow you to focus on what’s truly important to you. My mission is to empower you to take control over your financial situation through education and understanding, and to leave the apprehension and anxiety many young professionals feel about managing their finances and priorities behind, so that you can focus on living your best life.

Plan 2 Thrive

Updated on 2016-11-11T17:12:36+00:00, by Justin_3.