FAQ

We work with individuals and families who want to make thoughtful decisions about their money and their future. Many of our clients are preparing for retirement, already retired, building substantial assets, navigating a major life transition, or simply looking for a more coordinated financial strategy.

No. While retirement planning is a significant part of our work, we also help younger investors and pre-retirees build strong financial foundations. Starting earlier can create more opportunities for tax planning, long-term growth, and greater flexibility later in life.

It means looking beyond a single investment account or financial product. We consider how your investments, retirement income, taxes, insurance, estate plans, charitable goals, and long-term priorities work together. The goal is to make sure each part of your financial life supports the bigger picture.

We combine advanced financial strategies with a highly personal approach. We take time to understand what matters to you, explain your options clearly, and help you make informed decisions without unnecessary pressure or confusion. Your plan should reflect your life, not someone else’s formula.

Mindy has spent much of her life coaching, teaching, and helping others work toward meaningful goals. Her own experiences with family, loss, health concerns, and major life transitions have also shaped the way she advises clients. Financial planning is not only about numbers. It is about preparing for real life, including the parts we cannot always predict.

Yes. When providing investment advisory services, we have a responsibility to act in our clients’ best interests. Recommendations are based on your circumstances, goals, and needs rather than a one-size-fits-all approach.

Our primary services include retirement planning, investment management, advanced tax planning, insurance and annuity solutions, and estate and wealth transfer planning. These services can be provided individually or coordinated as part of a broader financial strategy.

The first conversation is about understanding you. We will discuss your goals, concerns, current financial picture, and the questions you want answered. It is also an opportunity for you to learn about our approach and decide whether Thrive feels like the right fit.

Yes. Our office is located in Utah Valley, but technology allows us to work personally and effectively with clients all across the United States. We are happy to coordinate through phone, email, zoom, or other video call or technology services.

Thriving does not mean reaching one specific account balance. It means having the confidence, flexibility, and financial foundation to focus on the people, experiences, and opportunities that matter most to you.