Live in the moment
Plan for the future
Thrive as you focus on your life and not just your money
We are dedicated to changing lives through financial wellness
The LIVE PLAN THRIVE Project was started with a simple and important mission. Our purpose is to change lives and empower others through financial wellness. Financial life planners and coaches need better tools to help clients. Access to CERTIFIED FINANCIAL PLANNER(TM) professionals needs to be more widespread and more accessible. So, we are working hard to put together some exciting new content in the financial wellness lab to help individuals and the professionals who serve them.
Welcome to LIVE PLAN THRIVE
The LIVE PLAN THRIVE site is run by financial planning experts to educate, empower, and improve lives through smart financial decision-making. LIVE PLAN THRIVE provides continuing education courses for CERTIFIED FINANCIAL PLANNER (TM) professionals and financial coaches. Creating and implementing a financial life plan is challenging during these uncertain times. The financial wellness for life approach is designed to improve relationships and achieve real results.
What We Do
We realize that managing money can be complicated. Learning how to improve financial wellness should not be so challenging.
Financial Wellness for Organizations
Do well by doing good. We believe that organizations can help others thrive. The financial wellness content available through LIVE. PLAN. THRIVE! can be customized for small businesses, associations, churches, schools and financial services organizations.
Continuing education for financial planners and coaches
Learn about relevant topics such as financial psychology, behavioral finance, life planning, and financial wellness. Courses are designed and facilitated by leading experts and practitioners in the financial planning profession.
Financial Life Wellness Courses
Learn ways to incorporate financial life planning principles into your everyday life. Each course is designed to break down financial planning topics such as budgeting, debt management, retirement planning, saving for college, protecting wealth (insurance & estate planning), and more without unnecessary financial jargon.
Scott Spann, PhD, CFP
The state of financial well-being in America is not where it needs to be right now. Money remains the leading cause of stress in our country.
Too many people are experiencing financial stress and anxiety. Too many couples are arguing about money. Too many people are working hard on a daily basis without the assurance they have a genuine financial life plan as guidance.
We need a financial wellness revolution.
This starts at the individual level and everyone is in a unique place on this journey. But I believe this continued movement can transform entire communities.
The LIVE PLAN THRIVE Project started with a simple mantra:
LIVE in the moment.
PLAN for the future.
THRIVE as you live a life of meaning and purpose.
Whether you are seeking to build your financial wellness foundation or you are seeking advanced financial life planning guidance, you are in the right place!
If you are a financial planner or coach and want to learn how to incorporate financial life wellness principles within your practice, you are in the right place!
A financial life wellness mindset does more than just help individuals and families thrive… it can have a ripple effect that is far reaching. Join us in taking the best next steps for financial wellness.
Best Regards,
Scott Spann