
Helping You Take Control of Your Financial Future
At Thrivent, we believe financial planning is more than just numbers—it’s about creating a roadmap that aligns with your goals, values, and aspirations. My approach is built on six key principles designed to bring clarity and confidence to your financial life:
1. Organization
We help you bring order to your financial life, ensuring every aspect—investments, insurance, estate planning, taxes, and household cash flow—is structured and aligned with your goals.
2. Accountability
Following through on financial goals can be challenging. We work with you to prioritize your objectives, outline clear steps, and regularly review your progress to keep you on track.
3. Objectivity
Financial decisions can be emotional. We provide a clear, unbiased perspective to help you make informed choices, ensuring you have all the necessary research and insights to move forward confidently.
4. Proactivity
Life is full of transitions, and we help you prepare for them financially. By anticipating changes and developing action plans in advance, we help you stay ahead of life’s curveballs.
5. Education
Empowering you with knowledge is at the core of what we do. We ensure you understand your financial options, risks, and opportunities, giving you the tools to make informed decisions.
6. Partnership
We don’t just work for you—we work with you. Our goal is to help you build the best life possible by understanding your unique background, needs, and aspirations while maintaining full transparency in everything we do.
Ready to take the next step? Let’s build a financial plan that works for you.
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Location
Detroit Office
- Phone:
- 248-924-8420
Hours
M – F: 8 a.m. – 6 p.m.