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A goal without a plan is just a wish

FINANCIAL PLANNING BUNDLES
Financial planning is vital through every stage of life as it provides individuals, families and business owners with the systems and discipline to navigate life's uncertainties with confidence, and secure their financial future by creating and maintaining their desired lifestyle. Building your financial plan with a trusted Financial Advisor who is equipped with the tools and experience you need to succeed allows for your plans to remain resilient and effective over time, leading to well informed decisions and better financial outcomes.

How our Financial Planning Process works...

With no pension to fall back on your plan should include more than just saving...

Arm yourself with a Financial Plan that can:
  • Unlock and amplify potential income sources
  • Target tax-efficient cash flow and investment strategies
  • Prepare for unexpected and expensive life events
  • Pay down debt faster to increase savings
  • Position your portfolio to weather market fluctuations
  • Leave more of your hard-earned wealth to loved ones
  • Easily track your progress and make changes as needed

Benefits to Financial Planning

With Americans dreaming of a brighter post-pandemic future, having a financial plan is proving increasingly essential. Individuals with set plans are more than twice as likely to feel secure in their future compared to those without one*. Additionally, those who have these dedicated plans and strategies tend to take better care of their money when it comes to saving and investing.
Peace of Mind
A plan can be a powerful guidance system, allowing you to make informed decisions with less stress and more confidence so that you're free to focus on the things that matter most.
Financial Readiness
"Luck favors the prepared!" A strong financial plan serves as a blueprint for your hard-earned savings, ensuring that you are able to adapt and thrive even amidst unexpected changes.
Optimized Cash Flow
Financial freedom requires successful cash flow management. Align your financial plan with tax-efficient strategies to create multiple sources of reliable and consistent income.
Stay on Track
Financial fitness is the same as physical fitness...stick with it! One-time pushes won't get you very far. A practical plan in place with guidance from your advisor helps keep your goals within reach.

Every Financial Planning Bundle gives you full access to:

Dedicated Financial Advisor
A thrivealike Financial Professional is your trusted guide through the challenges you'll face without having a traditional pension. With expertise, insight and personalized support, your very own licensed Financial Advisor is always available to you. Your Advisor will carefully evaluate your unique financial situation and goals, then work side-by-side with you to develop a tailored, long-term plan for success while providing you with actionable and on-going advice throughout life's financial journey.
Personal Financial Website
Organize. Monitor. Collaborate. Your Personal Financial Website offers a real-time, 24/7 view into your complete financial picture. By combining our personal digital experience with the professional guidance only a trusted Advisor can provide, we can work together to build and monitor a financial plan that fits your needs.
401(k) & Investment Management with a CFS®
Establishing a financial plan is a core part of the process, but its effectiveness hinges on selecting and managing the investments that will help it succeed. A portfolio analysis is an essential first step to see if your current investments are aligned with your short & long-term goals, then provide you with the advice and recommendations to better achieve them.
Encrypted Digital Vault
Protected by the highest level of encryption in the industry, your Digital Vault is a secure, easy way to store, organize, and access all of your most important documents, like insurance policies, tax information and other financial documents.

WE CHOOSE TO BE AFFORDABLE!

WHY?

Sean Sullivan, CFS®, CAS®
Founder & CEO of thrivealike
The wealthiest people know that the best solutions aren't always the most expensive ones. With over two decades of advising wealthy individuals, families and business owners, the one thing they all have in common is this... The wealthiest people know frugality is not about being cheap; it's about being smart with their resources. They prioritize value over cost and understand that saving and investing wisely can lead to greater financial freedom.

3 Financial Planning Bundles to choose from...

Goal-Based Planner

Cancel anytime.
$100 monthly
Sign Up Now
What You Get...
  • thrivealike Financial Professional as your personal Financial Advisor
  • Actionable and on-going advice from your dedicated thrivealike Certified Specialist
  • Personal Financial Website
  • 401(k), IRA and Roth IRA Management with a CFS®
  • Encrypted digital vault
  • Investment portfolio analysis
  • Virtual Goal-Based Planning Sessions with a licensed Financial Advisor
  • Tax Minimization strategies (for pre and post-retirement)
  • "Stress-test" scenario runs
  • Analysis of 1,000 simulated market scenarios into the potential success of achieving your goals
  • Compare different goal plans side-by-side vs. your current financial situation
  • Debt reduction analyzer
  • Goal cost reports
  • Compare different scenarios to learn how to best fund your goals
  • Predict if and when you fall short of funding your goals
  • See what will be left to your heirs
  • Term-life vs. permanent insurance comparison calculations
  • And More...

Wealth Accumulator

Cancel anytime.
$200 monthly
Sign Up Now
What you Get...
  • All of Goal-Based Bundle INCLUDED
  • thrivealike Financial Professional as your personal Financial Advisor
  • Actionable and on-going Advice from your dedicated thrivealike Certified Specialist
  • Personal Financial Website
  • 401(k), IRA and Roth IRA Management with a CFS®
  • Encrypted digital vault
  • Investment portfolio analysis
  • Virtual Wealth Accumulator Sessions with a licensed Financial Advisor
  • Tax minimization strategies (for pre and post-retirement)
  • Core investment strategies utilizing scientific factors and Smart-Beta techniques
  • Targeted tax-efficient investment and income strategies
  • Roth IRA conversion calculations
  • Unlimited cash flow reports
  • Detailed analysis of your cash in-flows and out-flows
  • Repositioning of assets analysis to optimize growth and generate steady income streams
  • Compare drawdown principal strategy vs. dividends & interest strategies
  • Discover cash flow alternatives
  • Life insurance needs analysis
  • And More...

Advanced Planning

Cancel anytime.
$500 monthly
Sign Up Now
What You Get...
  • All of Goal-Based Bundle INCLUDED
  • All of Wealth Accumulator Bundle INCLUDED
  • thrivealike Financial Professional as your personal Financial Advisor
  • Actionable and on-going Advice from your dedicated thrivealike Certified Specialist
  • Personal Financial Website
  • 401(k), IRA and Roth IRA Management with a CFS®
  • Encrypted digital vault
  • Investment portfolio analysis
  • Virtual Advanced Planning Sessions with a licensed Financial Advisor
  • Tax minimization strategies (for pre and post-retirement)
  • Profit sharing plan management with a CFS®
  • Business continuation (buy/sell)
  • Key employee compensation
  • Exit and succession planning
  • Gifting & legacy planning
  • Asset protection strategies
  • Explore risk-advantaged portfolio strategies
  • Real estate buy/sell transaction calculations
  • Evaluation of existing Life Insurance, long-term care and annuity policies
  • Multi-generational wealth planning
  • Personal Pensions: lifetime income needs analysis
  • Estate planning techniques
  • Education funding analysis
  • And more...

Not sure where to start? Schedule your free consultation with a thrivealike Financial Professional

The idea of retirement is an exciting time in one's life, but without a pension it can also be a scary prospect. One way to help ease the anxiety and become more confident about your financial future would be working with someone who is trained to find solutions to the risks and challenges you will face in retirement.
1. Share a little info
Create your financial snapshot by sharing basic information about you and your finances, what stage of Retirement Planning you are in (pre or post), and your current plan to recreate your paycheck in retirement without having a pension.
2. Free consultation
Uncover the potential of your retirement goals in just 15 minutes! Your virtual consultation with a thrivealike Financial Professional will give you an understanding of where you stand and what it will take to get you closer to financial freedom.
3. Decide to thrive
Harness the power of financial expertise with a thrivealike Certified Specialist who will create a customized plan with investment strategies tailored for you and the unique challenges you face when retiring without a pension.

Don't wait...Schedule your free consultation below

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INVESTMENT & RETIREMENT INSIGHTS
The content on this website is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by thrivealike.com to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The term “you” means a user of this website. The term “our” or “we” means thrivealike, its website(s), and any representative of thrivealike. Lifeworks Advisors doing business as thrivealike, LLC. All advisory services are provided through Lifeworks, a registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. The description of products, services, and performance results of Lifeworks contained on this website is not an offering or a solicitation of any kind. Past performance is not an indication of, and does not guarantee future results. Securities investments are subject to risk and may lose value. All of the information on this website is believed to be accurate and correct as the date set forth. Lifeworks does not have or accept responsibility or an obligation to update such information. thrivealike, its affiliates and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney. Investment advisory services offered through Lifeworks Advisors LLC, an SEC registered investment advisory firm. Certain videos on this website, along with the information contained within them, are owned by eMoney Advisor, LLC, who has granted thrivealike, LLC permission to display them on this website. Certain videos on this website, along with the information contained within them, are owned by RightCaptial Inc., who has granted thrivealike, LLC permission to display them on this website. The Institute of Business & Finance™ owns the certification marks CFS®, Certified Fund Specialist®, in the United States, which it authorizes use of by individuals who successfully complete The Institute of Business & Finance's™ initial and ongoing certification requirements. The Institute of Business & Finance™ is a separate entity from thrivealike, LLC and does not provide financial or investment advice to the public. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites to which you are linking.
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