Thrive Financial

If any of these sound like you, keep reading:

➡️ You don’t know how much you have in your 401(k) or what it’s invested in
➡️ You’re unsure of the difference between a Roth vs. Traditional IRA (or which is right for you)
➡️ You have an old 401(k) from a previous employer that you haven’t touched
➡️ You don’t have access to a retirement plan through work
➡️ You’re self-employed
➡️ Investing feels overwhelming, confusing, or easy to avoid
➡️ You’re a stay-at-home parent with no retirement savings of your own

Does any of that resonate? If so, it's time to reach out.

It usually means your financial wellbeing has been sitting on the back burner (behind work, kids, relationships, and everything else) for far too long.

We understand why that happens.
And we’re here to help you stop carrying this alone.

Here's what to do and how it will work:

Send us a DM that says: "START" + your email address. Then:
1️⃣ We’ll follow up ASAP with next steps and schedule a video call
2️⃣ You’ll meet with Allison or Kelsey for a 45-minute Zoom conversation
3️⃣ We’ll answer your biggest investing questions in plain language
4️⃣ You’ll receive clear, compassionate guidance on your next best steps
5️⃣ If we can help beyond this call, we’ll briefly explain what that could look like
6️⃣ You’ll get a follow-up email summarizing everything we discussed and your recommended next steps

What we WON'T do:
🚫 Try to sell you insurance you don't need
🚫 Push you to start investing if it isn't affordable to you right now or in your best interest
🚫 Talk down to you or judge you
🚫 Overwhelm you with financial jargon that leaves you feeling more confused

We’re a women-led financial planning team on a mission to help people stop avoiding money and start making healthier, more confident financial decisions.

Let's grow together 💖

Dreamin' and schemin' this morning at Creighton's Crazy Egg Cafe & Coffee Bar! 😁🌞☕️🍳🥓✨️