Let us be your financial partner on life’s journey

Get personalized advice tailored to your unique needs.

What is HelpUThrive?

Financial Wellness for You

Financial advice is available to people of all ages, not just the wealthy. However, many advisors only focus on investable assets and are unwilling to help young professionals. We take a different approach and provide the knowledge, education, and resources to help young Professionals live the life they deserve.

Young Professionals

A successful career is challenging enough, but it may seem more daunting if you have a major life event, such as starting a family or buying a house. Let us help you identify the optimal benefits at work that can give you the most security and flexibility while striving to reach your goals in life.

Young Skilled Workers

Everyone can secure a solid financial future with the right knowledge and proper planning. Entering a new stage in life, such as starting a family or buying a home, may seem overwhelming. Let us help you identify the optimal benefits at work that can give you the most security and flexibility while striving to reach your goals in life.

HelpUThrive Workshops

The HelpUThrive workshop series offers a comprehensive financial education program that can complement and incorporate existing benefit offerings while providing employees with the information they need to achieve their financial goals.

And it’s at no cost to employees or employers.

Navigating Pre-Retirement

Changes in the healthcare system, government programs and employer plans impact us all. As a result, employees may ask more questions that are difficult to answer, regardless of age or career stage.

Diverse Strategies and Expert Guidance

We offer:

• Objective information on a wide range of topics to meet employee’s diverse needs
• Expert delivery by local, specially trained financial professionals
• Comprehensive training materials for every attendee to keep and use for future reference

Topical Education Workshops

From a quick overview of investing to overcoming the roadblocks to retirement, our program covers all the important financial information in our easy-to-follow modules. View our Topics.

Whether you’re looking for a quick 45-minute presentation or the full series workshop, we ensure employees get the best financial education every time!

Financial Planning for All Walks of Life

We give students and young professionals the tools and motivation to thrive financially. Our program has three pillars:

EDUCATE
We give you the information to develop meaningful, attainable financial goals.

RELATE
We help you create a roadmap to reach your near and long-term goals.

MOTIVATE
We support you and work diligently by your side to pursue real change in your life.

We make it easy to get the help you need.

There’s no need to schedule a sit-down meeting at our office (unless you’d like to). We know your time is valuable, and we encourage our clients to use technology to connect with us however is convenient. Contact us to get started and begin pursuing financial freedom today.

Check out Our Financial Learning Library

  • Overview of Financial Wellness Done Right

    Overview of Financial Wellness Done Right

    Here is a great quick overview of what Financial Wellness Done Right delivers to both employers and their employees at NO COST! Contact us to discover how to maximize your […]

  • HelpUThrive Workshop Topics

    HelpUThrive Workshop Topics

    These education offerings are typically 25-30 minutes in length and are customizable to include current or proposed benefit offerings. • Smart Decisions for your Money in your 20’s, 30’s, and […]

  • Smart Money Moves-Savings & Investing

    Smart Money Moves-Savings & Investing

    Smart Money Moves-Savings & Investing This video teaches you the basics of saving and investing. Learn about different types of savings accounts, why it’s important to start investing early, the […]