Planning Before Products
Financial products and strategies are tools. Before determining which tools may be appropriate, we first want to understand what you’re trying to accomplish.
Your goals and financial plan provide the foundation for the strategies and solutions we explore together.
Bringing the Pieces Together
Your financial life isn't made up of separate boxes. Investments can affect retirement income. Retirement decisions can affect taxes and your estate. Insurance can play a role in protecting your family, business, or legacy.
Our approach considers how these pieces work together so you can make decisions with a clearer understanding of the bigger picture.
Solutions for Every Stage of Life
Your needs today may look very different from your needs five, ten, or twenty years from now.
Depending on your situation and goals, our planning conversations may include:
• Investments and wealth accumulation
• Retirement planning and income strategies
• Insurance and protection planning
• Estate and legacy considerations
• Extended care planning
• Charitable giving strategies
• Education planning
• Business and succession planning
• Tax-aware financial planning
• Family and multigenerational planning
Collaboration Beyond Our Team
Some financial decisions require expertise outside of financial planning. When appropriate, we believe in working alongside the other professionals involved in your financial life, including attorneys, CPAs, and other specialists.
This helps you consider important decisions within the context of your overall financial picture.
Planning That Evolves With You
A financial plan shouldn't be something you create once and put on a shelf.
As your career, family, finances, health, priorities, and goals change, we can revisit your strategy and help you determine whether adjustments should be considered.
The goal is not simply to prepare for one financial milestone. It’s to build a planning relationship that can evolve with you through the different seasons of life.
Your Goals Guide the Plan. Your Plan Guides the Solutions.
We’ll help you understand your options, consider the trade-offs, and make informed decisions about the strategies that fit your life.
Financial planning is personal. That's why our conversations focus on your unique values and goals.
Your values, financial needs and goals
How to build a financial plan with a strong foundation
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
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
Ready to connect?
Or call us directly: 888-965-5755
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