Our Process
Rally Point
We begin by understanding your values, goals, fears, and vision. We also explain how we serve and what to expect.
Mission Brief
You provide your key financial documents. We align expectations and sign your planning agreement.
Strategic Review
Behind the scenes, our team analyzes your financial landscape and identifies gaps. No meeting in this step.
Vision Brief
We present your draft financial plan. This is where new ideas and bold goals often surface.
Action Plan Delivery
We finalize your plan and ensure it reflects your goals. You walk away with clarity and direction.
Deployment Phase
You decide how to implement the plan—through our team at Thrivent or independently. We support your next steps.
What Our Clients Are Looking For
Client DNA
Coachable
- You feel like finances should not be so complicated. You have important questions that you want answered. You don't want to enter into this next phase of life uncertain and fearful of whether you will have enough. You want a coach and a guide who will show you the way.
Generous
- You come from a place of generosity, whether it was a hot meal to a neighbor on a cold day, or a ride for a friend when their vehicle broke down. You have key goals for your finances and one of them is use that to be generous to others.
Organization & Professionalism
- You appreciate organization and professionalism. You expect to meet with us on a routine basis, and you'll have questions ready to go beforehand. You appreciate calendar invites and text reminder because it's a busy world, and you have a lot to do!
Products and services. Aligned with your priorities.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
