Terms of Use

Agreement between user and LifeSpan Financial Planning

Welcome to LIVE PLAN THRIVE. The LIVE PLAN THRIVE website (the “Site”) is comprised of various web pages operated by LifeSpan Financial Planning, LLC. Access is offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein (the “Terms”). Your use of This site constitutes your agreement to all such Terms. Please read these terms carefully, and keep a copy of them for your reference.

LIVE PLAN THRIVE is a hub for online financial wellness education, tools, and resources. We sell online courses and other tools to help financial planners and financial coaches increase their knowledge base across a variety of topics such as positive financial life planning, behavioral finance, psychology of money, financial wellness, retirement preparedness, couples and money, etc.


Your use of this site is subject to LIVE PLAN THRIVE Privacy Policy. Please review our Privacy Policy, which also governs the Site and informs users of our data collection practices.

Electronic Communications

Visiting liveplanthrive.com or sending emails to LIVE PLAN THRIVE or LifeSpan Financial Planning, LLC constitutes electronic communications. You consent to receive electronic communications and you agree that all agreements, notices, disclosures and other communications that we provide to you electronically, via email and on the Site, satisfy any legal requirement that such communications be in writing.

Your account

If you use this site, you are responsible for maintaining the confidentiality of your account and password and for restricting access to your computer, and you agree to accept responsibility for all activities that occur under your account or password. You may not assign or otherwise transfer your account to any other person or entity. You acknowledge that LIVE PLAN THRIVE is not responsible for third party access to your account that results from theft or misappropriation of your account. LifeSpan Financial Planning and its associates reserve the right to refuse or cancel service, terminate accounts, or remove or edit content in our sole discretion.

LifeSpan Financial Planning, LLC does not knowingly collect, either online or offline, personal information from persons under the age of thirteen. If you are under 18, you may use liveplanthrive.com only with permission of a parent or guardian.

Links to third party sites/Third party services

LifeSpan Financial Planning, LLC may contain links to other websites (“Linked Sites”). The Linked Sites are not under the control of LifeSpan Financial Planning and LifeSpan Financial Planning is not responsible for the contents of any Linked Site, including without limitation any link contained in a Linked Site, or any changes or updates to a Linked Site. LifeSpan Financial Planning is providing these links to you only as a convenience, and the inclusion of any link does not imply endorsement by LifeSpan Financial Planning, LLC of the site or any association with its operators.

Certain services made available via LifeSpan Financial Planning are delivered by third party sites and organizations. By using any product, service or functionality originating from the LIVE PLAN THRIVE and/or LifeSpan Financial Planning domain, you hereby acknowledge and consent that LifeSpan Financial Planning may share such information and data with any third party with whom LifeSpan Financial Planning has a contractual relationship to provide the requested product, service or functionality on behalf of users and customers.

No unlawful or prohibited use/Intellectual Property

You are granted a non-exclusive, non-transferable, revocable license to access and use content and services strictly in accordance with these terms of use. As a condition of your use of the Site, you warrant to LifeSpan Financial Planning, LLC that you will not use the Site for any purpose that is unlawful or prohibited by these Terms. You may not use the Site in any manner which could damage, disable, overburden, or impair the Site or interfere with any other party’s use and enjoyment of the Site. You may not obtain or attempt to obtain any materials or information through any means not intentionally made available or provided for through the Site.

All content included as part of the Service, such as text, graphics, logos, images, as well as the compilation thereof, and any software used on the Site, is the property of LifeSpan Financial Planning or its affiliates and protected by copyright and other laws that protect intellectual property and proprietary rights. You agree to observe and abide by all copyright and other proprietary notices, legends or other restrictions contained in any such content and will not make any changes thereto.

You will not modify, publish, transmit, reverse engineer, participate in the transfer or sale, create derivative works, or in any way exploit any of the content, in whole or in part, found on the Site. LifeSpan Financial Planning content is not for resale. Your use of the Site does not entitle you to make any unauthorized use of any protected content, and in particular you will not delete or alter any proprietary rights or attribution notices in any content. You will use protected content solely for your personal use, and will make no other use of the content without the express written permission of LifeSpan Financial Planning and the LIVE PLAN THRIVE copyright owner. You agree that you do not acquire any ownership rights in any protected content. We do not grant you any licenses, express or implied, to the intellectual property of LifeSpan Financial Planning or our licensors except as expressly authorized by these Terms.

Third Party Accounts

You will be able to connect your LifeSpan Financial Planning account to third party accounts. By connecting your LifeSpan Financial Planning account to your third party account, you acknowledge and agree that you are consenting to the continuous release of information about you to others (in accordance with your privacy settings on those third party sites). If you do not want information about you to be shared in this manner, do not use this feature.

International Users

The Service is controlled, operated and administered by LifeSpan Financial Planning from our offices within the USA. If you access the Service from a location outside the USA, you are responsible for compliance with all local laws. You agree that you will not use the LIVE PLAN THRIVE and/or LifeSpan Financial Planning Content accessed through any country or in any manner prohibited by any applicable laws, restrictions or regulations.

Client Portal | Internal Tools | Web App Builder | Free Website Builder Made with Softr