About Thrive Private Wealth Strategies
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With a special focus on empowering women, I welcome clients from all walks of life, recognizing the diverse needs of each individual. I am committed to guiding you through your financial journey with integrity, professionalism, and a personalized touch. I am different from many other advisors because I do not believe that money is the most important aspect of your financial goals…YOU are. Your money is a tool, a tool that needs to be managed in a manner that allows you to live the life you want. You are the most important part of your plan.
I help you navigate complex financial challenges such as managing life transitions, balancing multiple financial goals, ensuring long-term security, and empowering individuals who are new to financial stewardship.
By offering personalized guidance and strategic services, I help our clients make informed decisions that not only address their immediate needs but also lay the groundwork for future prosperity and stability. Whether you are aiming to grow your wealth, plan for retirement, or navigate significant life changes, my services are tailored to help you work towards a THRIVING financial future.
Fee-Based Planning
As a fee-based financial planner, I am a fiduciary who blends experience with empathy, while always prioritizing my client's best interests above all else. What this means is that you may pay me in one, or combination of, three ways;
- Using a fee-based model, you will be charged a percentage of your assets being managed, paid on a monthly basis. This means there are no other fees or charges should we make changes to your account(s).
- Using a commission-based model, you will pay a commission for specific products (such as life insurance or long-term care insurance) that we feel would be appropriate and suitable for your personal situation.
- A flat-fee for financial planning services, if you prefer to do the investment management yourself, but would like me to create a customized financial plan for you, there would be a flat fee involved. Costs are determined by the time the plan takes and how complex your situation may be.
