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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 Bloom Financial Associates, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Bloom Financial Associates Our Approach image

Plant. Bloom. Flourish.

Bloom Financial Associates strives to bring meaning and purpose to our advice-based relationships. To do this, we:

  • Get to know you, your values and your goals
  • Help you get organized, and help you visualize your financial landscape
  • Design customized strategies to help you bloom and flourish


Individualized relationship options are available for both annual and perennial advice needs:

  • Financial planning
  • Wealth management
  • Risk management solutions
  • Charitable gifting strategies


Partners in your success.

The Bloom Financial Associates right fit client is someone who values partnership. The clients that join us are looking to clarify, simplify, and cultivate how they think and feel about money.


We provide personalized financial guidance to:

  • Women and couples who are nearing or living in retirement
  • Women who are navigating life’s transitions


If this sounds like you, we would love the opportunity to connect. 

INSIGHTSRead about financial topics
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Merry Christmas from the Bloom team. Our office will be operating on reduced hours over the holidays as we take time to celebrate with loved ones. Wishing you and yours a season filled with peace, joy, and meaningful moments.
How to manage money as a caregiver
How to manage money as a caregiverCaregiving brings unique financial challenges, and our team is passionate about helping families prepare. In the Fall 2025 issue of Thrivent Magazine, advisor Eva Stukenberg shared insights on how thoughtful planning can help caregivers protect their loved ones—and themselves—financially. https://www.thrivent.com/insights/magazine/fall-2025/how-to-manage-money-as-a-caregiver
View more
Insight image
Such a special evening last night celebrating some of the best-of-the-best in financial services during the 2025 InvestmentNews Industry Awards. What an honor for Eva Stukenberg to be one of just seven finalists for the InvestmentNews Advisor of Year – Midwest Region Award. With no fees required and nominations open from December 2024 to March 2025, it’s no surprise that a remarkable number of highly skilled financial advisors took the opportunity to apply. The InvestmentNews Awards team conducted research on each of the nominations and selected finalists based on the following criteria:✨ Exemplary business development strategies to prospect and retain clients in innovative ways. ✨Knowledge, understanding, and communication of investment opportunities and strategies for their client’s portfolios.✨Client retention and relationship strategies, and how it sets the advisor apart from the competition with a unique value proposition.✨Examples of ways that the advisor is educating the industry/clientele on investment strategies.✨Demonstrations of mentorship and/or other efforts such as pro-bono work, servicing underserved communities, community work etc.✨Approach to regulatory compliance.Thanks to the judges, who consisted of industry leaders and senior representatives, that individually voted on category winners in their areas of expertise. Winners were determined using a simple points system to aggregate the scores and we are grateful for the opportunity to be recognized.#TeamThrivent #FinancialServices #INAwardsUS8099394.1
Office Location
Mendota Heights Location
880 Sibley Memorial Hwy Suite 101
Mendota Heights, MN 55118
Phone612-552-4747Fax877-509-1673Hours
M – F: 8:30 a.m. – 4:30 p.m.

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: 612-552-4747

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

Bloom Financial Associates | Thrivent