Live in the moment

Live in the moment

A financial wellness mindset helps you enjoy life today while focusing on using your resources to help you LIVE with purpose and meaning.

Plan for the future

Plan for the future

Authentic financial wellness is for LIFE. The LIVE PLAN THRIVE process is always centered around creating change that is life-giving, incremental, focused, and empowering.

Thrive as you focus on your life and not just your money

Thrive as you focus on your life and not just your money

Authentic financial wellness is for LIFE. The LIVE PLAN THRIVE process is always centered around creating change that is life-giving, incremental, focused, and empowering.


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.

During these uncertain times, we must focus on the things we can control. From a financial life planning perspective, this means we must start by assessing our true financial wellness. No matter where you are in this pursuit, your financial life wellness plan is really all about your LIFE rather than your money. #liveplanthrive
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A Message From Our Founder

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