Planning That Starts With What Matters to You
Whether you're exploring ways to improve your personal financial strategy or support your business goals, we’re here to help you move forward with confidence.
At Thrivent, we view money not as a goal, but as a tool. That’s why we begin by getting to know you: your values, your goals, and what matters most in your life. From there, we work together to develop a personalized strategy designed to help you make informed financial decisions.
As part of our planning process, we offer:
- Goal Development – Collaborate with us to clarify your financial priorities and values, forming the foundation of a personalized planning approach.
- Financial Snapshot – View a current summary of your financial position through digital and printed reports designed to support informed decision-making.
- Investment Review – Receive an objective overview of your existing investments, including cost structure, performance history, tax implications, and risk characteristics.
- Tax Scenario Exploration – Explore how various financial strategies may influence your tax outcomes, including considerations around asset location and income timing.
- Retirement Income Strategy – Assess your retirement income preferences and needs to evaluate potential approaches that align with your lifestyle and goals.
- Social Security Timing Guidance – Review available claiming strategies to help determine timing options that may suit your broader retirement plan.
- Scenario Planning Tools – Use interactive tools to visualize how different financial choices could impact your long-term objectives.
- Action Plan Summary – Receive a written overview outlining suggested next steps to help you stay organized and proactive in your financial planning.
Working Together Step By Step
What To Expect: A Collaborative Process
Our process begins with a Discovery Session that locates where you are on the path to where you want to be. Then, through a series of high-impact Strategy Sessions, we craft and implement a personalized financial plan to move you toward your financial goals. Depending on the depth of planning and the individual client need, we continue meet for ongoing Strategy Sessions, either in person or virtually, between two and six times per year.
These Strategy Sessions are intentionally designed with educational elements to provide you with greater understanding and confidence as you enter each new chapter of your financial journey.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
