How to Work With Us
It’s Your Time to Thrive.
Does This Sound Like You?
We work best with those who are ready to…
Get clear guidance on their biggest retirement questions
Offload the stress of managing wealth all on their own
Work toward their biggest goals, not just dream about them
Let’s Discover the Possibilities Together
Getting started with Thrive is a simple, no-pressure process.
Follow these steps to begin your journey today with your complimentary evaluation.
STEP 1
Evaluation Meeting
Is your retirement plan coordinated across all five areas? Take our self-assessment to find out.
We will use your responses to evaluate your concerns across the five critical areas of a successful retirement plan using our ROUTETM method. From there, we begin connecting the dots of which of the five areas may need more attention.
STEP 2
Verify Meeting
For your second part of your complimentary evaluation, we will sit down, recap the first meeting, discuss the results of your customized evaluation and verify where you may need some help/what that help looks like.
STEP 3
Engagement Meeting
We understand the importance of this decision, and the prolonged impact it will have on your financial well-being.
Take all the time you need to review our findings, discuss with your family, and decide whether we’re the right fit. When you’re ready and excited to move forward, we’ll be hear to begin putting your plan into action.
FAQs
Are you actually different from other advisors?
Yes. We’ve seen time and again retirees who are left managing critical components of their retirement all on their own, simply because the assets don’t fall under the advisory firm’s management. From coordinating with other professionals to speaking with Social Security reps, we handle every detail for our clients’ financial lives, because it’s the only way we know how to deliver on our promise of working in their best interest.
Will we meet in person or remotely?
Whichever is best for you! We happily welcome those living in the Greater Philadelphia region, Southern New Jersey, and Houston to join us in the office. However, we are well-equipped to serve clients virtually and do so often for those living across the country.
How often will our meetings be?
TBD – Need timeline of initial 3-step process and ongoing meeting calendar.
Who do you work with?
We primarily partner with individuals and couples who are nearing or in retirement. Clients most commonly come to us when they’re in their 50s and about 5 years out from retiring, with at least $500,000 in investable assets. In addition, we serve affluent families and high-net-worth investors who require more complex wealth management solutions and family office style services.