Get Clarity. Gain Confidence. Reach Contentment.

Take control and gain financial freedom.

When I first started in financial services I did what most do...

I focused purely on trying to make my clients money and managing assets (because that's what I thought I was supposed to do).

But along the way things started to change.

Even if my clients were making money and getting higher returns it wasn't always making an impact or solving problems in their lives. In some cases, it was creating additional headaches. I wanted to make a difference.

I thought it was simple...

"Have a great income, be a successful investor and focus on building assets should be enough..."

But when I spoke with clients and friends it was apparent something was missing and this wasn't the case. They still weren’t content. I realized I wasn't delivering them peace of mind.

The Search

Through soul searching, prayer and research I uncovered the truth that put it all into perspective.

It’s not really about the money, but that money is a tool...it doesn’t matter if you make $50,000 or $50 Million. If your money isn’t used and allocated properly it doesn’t lead you to contentment. Life is about being content and about your path. It's about knowing where you are and where you’re headed.

The reason is simple:

Without the right vision no amount of money will ever be enough. And without knowing what will make you happy it's very hard to be on the right path.

That's why it starts with one powerful question: How much is enough?

When you assess your life, understand and ask yourself this question it finally puts it all into perspective. You begin to understand what really matters and why you're working so hard.

THAT'S WHEN THRIVE 34 WAS BORN

At Thrive 34 we’ve made it our mission to change the conversation and help people reach contentment. Let's be honest, investing and personal finance isn't rocket science... anyone can do it. But many times people aren't focused on the right things and their mistakes are unknowingly compounding to lead them off path. It’s about the little things you do in all aspects of your life. It’s the accumulation of all of these little things that make the biggest impacts.

How about you? Are you struggling with the things I hear on a day to day basis?

  • Are you successful in your career, but not satisfied with your financial life?
  • Do you want financial freedom but feel stuck, unsure if you're on track or not?
  • Are you at a point where enough is enough and you want to get some clarity?

If that's the case then it's time to get started with our three step process.

GET YOUR CLARITY SESSION TODAY

That's why we're offering the chance to meet with us and get everything in order so you can finally get a plan that makes sense for your life.

How would you feel if:

  • You knew how much you needed to achieve your financial goals?
  • You knew when enough was enough, and had a plan to get there?
  • How comforting would it be to feel you were in a solid place where your financial life finally made sense?

That's why we do what we do!

We're here to answer those questions, walk that path with you step by step, and be the coach in your corner helping you make sure that it gets done... all for the right reasons.

Get Your Financial Clarity Session Today

Honest Conversations. Focused on What Matters. For You and Your Family.

What You'll

  • A step by step strategy for getting financial clarity in your life.
  • The crucial questions we use to help clients figure out what they really want to achieve financially.
  • A plan that addresses the question "how much is enough" so you can see the end game of all your hard work.
  • A plan that helps bring your financial life into one place so you can see it clearly.
  • A friend and coach to help walk you through the process.

Our Planning Process:

1.

The Discovery Call

This is where we learn about your situation, what your vision for success is, what challenges you’re facing, opportunities you want to capture and what really drives you.

2.

Gaining Clarity

We assess where you are and where you want to be. With the key being, to uncover what’s essential to you and why it’s important to you. By gaining clarity we’re able to help you set a path to point you in the direction that makes the most sense for you financially AND emotionally.

3.

Founding Principles

We educate you on the principles of financial proficiency while helping you understand the power of your decisions and choices. Each of your actions contribute or detract from your success and we are here to help you be intentional about the behaviors which count most.

4.

Delivery and Action Plan

In our last meeting we show you the step by step playbook for getting you on the path to financial confidence and contentment.

Why do we do this?

One of the most important values I believe in is integrity. So we want to point you in the right direction no matter if it’s working with us or not.

That’s why I believe in a value first model.

It's time for an approach that actually puts you first and helps you figure out what you want before you make big financial decisions that you might regret in the end.

Walking you through this process is our way or helping you finally get the financial clarity we sorely need as a nation...

And it's my way of giving you value first.

I believe that after you see clarity in your financial life you may want some help implementing some of the things that will come to light.

That's why we do this.

But there is a catch.

We can't help everyone.

There are some qualifications that you'll need to meet. The biggest being that you aren't just getting started in your career.

Our free content and checklist will help you if that's the case.

2nd, we primarily serve business owners, sales people, and successful professionals who have a lot on the line.

That's our specialty and we aren't equipped to help everyone.

But if you meet those qualifications and the whole process sounds fair, then get on a first call with us and we'll see if we can help.

Just click the button below to get started.

Here’s How It Works:

To get started, all you have to do is hit the button below. A form will come up for you to enter your information to get the process rolling.

We'll let you schedule a call and then send you to a survey page to tell us more about your situation.

After the survey is filled out and you book your time: We’ll get on a call with you and talk about your vision, hopes, and dreams and really dive deep into what you're trying to accomplish and see if this process makes sense for your situation.

So get started now and I look forward to meeting you soon!

Start Today!

Thrive 34 - Privacy Policy

Copyright © 2018 · Check the background of your financial professional on FINRA's BrokerCheck.

This information does not constitute investment, legal or tax advice and should not be used as a substitute for the advice of a professional legal or tax advisor. Any tax statements contained herein are not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state, or local tax penalties. Taxpayers should always seek advice based on their own particular circumstances from an independent tax advisor. Lakeview and its directors, officers, agents and employees are not permitted to render tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. LCP is a registered investment adviser. More information about the firm can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224 or by emailing info@lakeviewcappartners.com