Your Values and Goals + Our Personalized Planning Services
Whether you're looking for strategies to enhance your personal financial life, or your business, we have you covered. We’re here to help you thrive!
At Thrivent, we view money not as a goal, but as a tool. We start by learning about you – what makes you tick, what are your specific goals and dreams, who and what do you value most. Then, we can identify strategies to address your needs and build a customized plan to help you get from where you are to where you want to be.
As a part of the process, we offer:
- Goal Development and Personal Values Assessment – articulating your goals and values is the first step to crafting a financial plan based on what matters most to you.
- Financial Net Worth Snapshot – comprehensive digital and print net worth statements, updated and accessible daily.
- Investment Analysis – a comprehensive review of your current investments through multiple filters including expense management, investment return, tax efficiencies, and risk.
- “What-If” Tax Analysis – understand the potential income tax implications of repositioning assets, filling tax brackets, and making other investment and insurance decisions.
- Retirement Income Planning – identify your retirement income needs and preferences to better match with potential retirement solutions.
- Social Security Optimization – identify the optimal timing to begin Social Security benefits, in light of your overall plan.
- What-If Worksheets – model up to five different retirement or goal-focused scenarios.
- Plan Summary and Written Recommendations – clear, detailed actions steps so you know exactly what needs to happen next.
It all starts with a conversation. Click here to book an appointment and get started.
What To Expect: A Collaborative Process
Our process begins with a Discovery Session that locates where you are on the path to where you want to be. Then, through a series of high-impact Strategy Sessions, we craft and implement a personalized financial plan to move you toward your financial goals. Depending on the depth of planning and the individual client need, we continue meet for ongoing Strategy Sessions, either in person or virtually, between two and six times per year.
These Strategy Sessions are intentionally designed with educational elements to provide you with greater understanding and confidence as you enter each new chapter of your financial journey.
It all starts with a conversation. Click here to book an appointment and get started.
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.
