Financial Clarity and Confidence for Today and Tomorrow
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you are today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
You can expect:
- Meaningful conversation about your priorities and financial goals.
- Purpose-based advice that aligns to what you care about most.
- Solid financial strategies that use money as a tool, not a goal to help get you where you’re going
You Deserve A Plan
Your plan for reaching your financial goals should reflect who you are and what you value. That’s why, at Thrivent, we take a thoughtful approach to understanding you.
Your goals are at the center of the experience. Collaboration helps us stay focused on what’s important to you as we:
- Understand - Where you are today and where you want to be tomorrow.
- Strategize - Based on your unique situation.
- Implement - Solutions that reflect your priorities.
- Adapt - To life changes and celebrate progress.
You decide how much you want to take on at a time.
When your needs change, we’ll adjust your plan together.
Values-Based Guidance You Can Feel Confident About
When you partner with us, you’ll see how we combine financial expertise and values-based planning to bring clarity to your situation. Regardless of where you’re starting from or how confident you feel about finances, we offer strategies, coaching, and tools to meet a variety of individual needs. This can include, but is not limited to:
- Establishing your financial vision.
- Setting short- and long-term financial goals.
- Understanding your protection needs for your income, lifestyle, family or business.
- Developing a tax-wise investment strategy.
- Making a smooth transition toward retirement.
- Planning to pass on a meaningful legacy.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Conyers Office
- Phone:
- 404-390-4343