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.