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Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.
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Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about
•

Your values, financial needs and goals

•

How to build a financial plan with a strong foundation

Products and services we may discuss
Dedicated Planning Services→Managed Accounts Program→
Our Process

Pursuing your financial goals, together

Understand

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Your Financial Goals: Understand, Strategize, Implement, Adapt
Your Financial Goals: Understand, Strategize, Implement, Adapt

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Our ApproachHow we work with clientsAt Advocate Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Advocate Wealth Advisors Our Approach image

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.


Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.


Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.


Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.

INSIGHTSRead about financial topics
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Be Kind to Humankind Week is wrapping up with Forgive Your Foe Friday. Try to find enough forgiveness in your heart to alleviate any anger you may be feeling towards other people or even towards yourself. This can be difficult, but it's extremely necessary. Forgiving someone who has hurt you is difficult. Forgiving yourself is difficult. But in forgiveness, we are free.Kind Tips:Forgive yourself when you make a mistake.Consume positive & uplifting content every day.Try praying, deep breathing or meditating to clear your mind.Don’t hold a grudge.Practice thinking good thoughts, not hateful ones.Try to make sense of what happened.Being able to forgive is very difficult, but putting effort into learning to forgive is worthwhile. Holding a grudge is bad for your health and the recipients.Be the first to make the move towards reconciliation. If your attempts fail, at least you tried.Look for insightful books on the topic of forgiving. We recommend the Bible! This may be an excellent source of help for you.
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Today is Thoughtful Thursday for Be Kind to Humankind Week. Be mindful of those around you. Whether at home, at school or work, or in public, try to always be thoughtful and considerate to other people.Kind Tips:Hold doors open for people behind youGive your seat to someone else when on the bus or the trainAllow a person with fewer items to go in front of you in lineLeave a nice note for a co-worker or classmateSay please, thank you, excuse me, and you’re welcome. So often we do forget to say these simple but important courtesies.Pick up the phone and say hello to a friend who’s in need of a little conversation.Invite a friend/relative over for lunch.Get involved in volunteer work in your community.Try to be more conscientious of others' feelings.Send a person who is feeling down a little note to lift their spirits, or a little gift (trinket) of some sort. Just letting them know that you are thinking of them helps so much.
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In honor of Be Kind to Humankind Week, today is Willing to Lend a Hand Wednesday. Share below in the comments with a Kind Tip, or if you need an idea, here are some:Offer to bring in a neighbor’s mail if they won’t be home for a few daysTake an older friend or relative food shopping or to the doctor’s officePick up any trash you see in your neighborhood and put it in the garbageHelp a classmate or co-worker with their workDon’t leave things messy, clean up after yourselfTake the initiative to go out and help a sick person you know with yard work, housekeeping etc. Don’t wait for them to ask you for the help, they usually won’t.Help a friend move, or at least pack for the move.Pick up groceries for a homebound person.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 813-626-5489

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.