Want to work with us? You have options
Do you need a plan? Do you need a product? Both? Depending on your situation we can help you either way.
- Dedicated Planning – This is a primary service of our team. We offer two standard pathways – an initial one-time planning service, and an ongoing planning service. Learn about these pathways below.
- Financial Products - We can offer specific financial products like insurance or investments through Thrivent and other brokerage options. See a list of additional services offered by Thrivent at the bottom of this page.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts and standard of conduct; disciplinary history; and additional information. Available upon request from your financial advisor and on thrivent.com/disclosures.
Pathway 1 - Set up or tune up your financial plan
We offer a one-time planning service to set up or tune up your entire financial plan. This is our initial engagement (ie, first step) with clients. Some objectives of this pathway include:
- Clarifying your vision and goals
- Organizing and optimizing your cash flow
- Evaluating your protection needs
- Identifying your investor profile
- Recommending tax efficiency strategies
- Determining your legacy plan
Pathway 2 - Progress with an Ongoing Plan
After completing a one-time plan, you can consider continuing with ongoing Dedicated Planning Services. In this step, we continue as your dedicated financial thought partner to help you develop and achieve your financial plan over time. In addition to monitoring your goals, we use annual benchmarks to measure progress toward your financial fulfillment.
What We Offer
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.
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.
