Who are we?
Catalyst Financial Advisors and Associates is a team of financial professionals and support staff dedicated to working for you and your goals. We love what we do! We have diverse and in-depth knowledge to guide you through every stage of your financial journey. As a team, we can also offer a broader range of products to help you address your investment and protection needs. Together, we’ll help you build comfort and confidence in your finances.
Guided by what's important to you
We help you assess not only your financial picture, but how other important parts of your life fit into that picture, whether it’s your family, faith or giving back. Our team has a different mindset about finances. We see money as a tool, not a goal—one that can afford you a life rich in meaning and gratitude.
Your Holistic Financial Partner
We want to work with you to provide comprehensive financial guidance that reflects your goals and values. Drawing on our industry expertise, we'll help you map out a path to a more secure financial future.
Our client’s financial plans are centered on their values. Their values determine their goals and decisions. It’s our job to help you align your decisions with your goals and values.
Our team has diverse and in-depth knowledge to guide you through every stage of your financial journey. We have offices in Washington and Montana, and are happy to serve clients virtually in many other states.
We can help you:
- Develop a comprehensive financial plan that addresses your unique situation and goals
- Prepare for life’s uncertainties, as well as planned events
- Prepare for changing tax environments
- Bring clarity to your overall financial picture by working directly with your attorney, accountant or other financial professionals
Our proactive approach towards helping to anticipate and plan for future changes differentiates the experience our clients have in working with us.
We lead with holistic advice, centered on diversification. We help our clients diversify their financial plans by tax and time.
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial 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.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.
Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.