Thrive Retire™ Planning
Our 8-Step Process
Together, we’ll move through a clarifying planning process much more in-depth than the industry standard. Thrive Retirement Specialists strives to create a seamless, enjoyable experience that meets your needs and helps you define more of what you’re looking for throughout your retirement.
You will be prepared with a comprehensive financial strategy that incorporates your values, and all of the aspirations you have for your retirement and that optimizes the use of all your retirement assets and eligible tools and tactics.
How It Works
1. Assessment of Authentic Goals
Your authentic goals are your real motivating goals based on your personal values and ideal vision of retirement.Learn More →
2. Assessment of Willingness and Ability to Accept the Big Five Retirement Risks™
The act of retiring subjects a retiree to several unique risks.Learn More →
3. Evaluation of ALL Retirement Assets
A retiree often has far more assets available to them than simply their investment portfolio when it comes to being able to meet retirement goals.Learn More →
4. Development of Retirement Spending Plan
Your retirement spending plan is a detailed estimate of how you will spend money in retirement to support your goals and ideal retirement vision.Learn More →
5. Connection of Retirement Assets to the Retirement Spending Plan
We must consider how each retirement asset could become income and then categorize the asset under one of three category types.Learn More →