Insights
I've got valuable information and resources to share. Explore away! And check back often.

When we die, our possessions will stay behind. There's still space available at our free workshop, Prepare Wisely: Estate Strategy Essentials. Learn how to develop a plan based on your final wishes regarding your health, end-of-life decisions and asset distribution. Register now: https://bit.ly/eventsCFC No products will be sold. 27878-11M R9-20

When we die, our possessions will stay behind. There's still space available at our free workshop, Prepare Wisely: Estate Strategy Essentials. Learn how to develop a plan based on your final wishes regarding your health, end-of-life decisions and asset distribution. Register now: https://bit.ly/eventsCFC No products will be sold. 27878-11M R9-20

✨ Million Dollar Round Table Recognition ✨ Coastal Financial Consultants is proud to recognize Vann Doubleday for being named a 2026 Million Dollar Round Table Producer, advancing this year to Court of the Table. While our industry often emphasizes performance and production, Vann's focus has always gone beyond the numbers. His work is rooted in: - Truly listening—especially to what may go unspoken - Appreciating the details that don’t always show up on a statement - Connecting financial strategies to what matters most: values, goals, and legacy - Supporting families, business owners, and professionals with clarity, care, and confidence Excellence matters. Results matter. But most of all, how clients are served matters. Here’s to leading with both purpose and integrity—and to making an impact that extends well beyond the metrics. 💫 — Vann Doubleday, FIC, CKA, BFA Coastal Financial Consultants - Thrivent Appointment Link: https://calendly.com/vann-doubleday-thrivent #MDRT #CourtofTheTable #PurposeDriven #LegacyFocused #Thrivent MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct, and professional knowledge. Visit thrivent.com/social for additional disclosures.

✨ Million Dollar Round Table Recognition ✨ Coastal Financial Consultants is proud to recognize Vann Doubleday for being named a 2026 Million Dollar Round Table Producer, advancing this year to Court of the Table. While our industry often emphasizes performance and production, Vann's focus has always gone beyond the numbers. His work is rooted in: - Truly listening—especially to what may go unspoken - Appreciating the details that don’t always show up on a statement - Connecting financial strategies to what matters most: values, goals, and legacy - Supporting families, business owners, and professionals with clarity, care, and confidence Excellence matters. Results matter. But most of all, how clients are served matters. Here’s to leading with both purpose and integrity—and to making an impact that extends well beyond the metrics. 💫 — Vann Doubleday, FIC, CKA, BFA Coastal Financial Consultants - Thrivent Appointment Link: https://calendly.com/vann-doubleday-thrivent #MDRT #CourtofTheTable #PurposeDriven #LegacyFocused #Thrivent MDRT is an industry honor based on sales excellence, outstanding client service, ethical conduct, and professional knowledge. Visit thrivent.com/social for additional disclosures.

Because holiday cheer doesn’t expire— here’s a throwback with Santa and part of the team, confirming we mostly made the nice list 🎅✨

Because holiday cheer doesn’t expire— here’s a throwback with Santa and part of the team, confirming we mostly made the nice list 🎅✨

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our workshop, the Five Phases of an IRA, March 26, 2026 at 6:30PM EST at The Gingerbread House. Sign up today: https://bit.ly/eventsCFC No products will be sold. 27764-13M N1-24

Do you know the five phases of your retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our workshop, the Five Phases of an IRA, March 26, 2026 at 6:30PM EST at The Gingerbread House. Sign up today: https://bit.ly/eventsCFC No products will be sold. 27764-13M N1-24

Fueling up between meetings 🍽️ One of the perks of our office being right in the middle of some great local spots. Nom Nom!

Fueling up between meetings 🍽️ One of the perks of our office being right in the middle of some great local spots. Nom Nom!

For more information: http://bit.ly/3OxMdCV No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional information.

For more information: http://bit.ly/3OxMdCV No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional information.

It takes a village. Grateful for our supportive spouses, a fabulous dinner, time spent together, and a new space to grow. Cheers to 2025 and all that lies ahead in 2026. 🤍

It takes a village. Grateful for our supportive spouses, a fabulous dinner, time spent together, and a new space to grow. Cheers to 2025 and all that lies ahead in 2026. 🤍

Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

📸 Rare sighting! We managed to capture the elusive Coastal Financial Consultants team in their natural habitat. Between busy schedules and different locations, this doesn’t happen often, but we're so grateful for the time all together!

📸 Rare sighting! We managed to capture the elusive Coastal Financial Consultants team in their natural habitat. Between busy schedules and different locations, this doesn’t happen often, but we're so grateful for the time all together!
