Financial Resource Library
Your money team
You don’t have to figure everything out on your own. We’ve gathered trusted professionals to support different parts of your financial life.
Financial Planner (CFP®)
Helps you map goals, savings, retirement and big decisions into one plan. Look for a fee-only fiduciary.
Tax Professional (EA)
An Enrolled Agent is federally licensed to prepare taxes and represent you with the IRS.
CPA
Handles tax planning and preparation, especially helpful for business owners.
Our vetted partners in this area are coming soon.
Estate Attorney
Helps you protect what you’re building with wills, trusts and beneficiary planning.
Our vetted partners in this area are coming soon.
Financial Therapist
A licensed therapist who helps with the feelings and patterns underneath money decisions.
Our vetted partners in this area are coming soon.
Partners are independent professionals. Please choose the support that’s right for you. Thryve does not provide financial, tax, legal or investment advice.