Advice services we offer
Our financial advisors focus on providing purpose-based advice that aligns with what you care about most. Let’s work together to discover which option best fits your situation and goals.
Product-based solutions: Thrivent offers a range of financial products to align with your needs. Work with a financial advisor to see which products fit into your financial plan.
Managed Accounts Program: We offer personalized attention and experienced financial advisors to help you pursue your investment goals. Meet with us to see if a managed account is right for you.
Dedicated Planning Services: Work with a financial advisor, for a fee, to obtain strategies and written recommendations designed to help you build a more stable financial future. We can help you:
- Plan for the financial impacts of a major life event, such as a marriage, job change, birth of a child or death of a loved one.
- Keep your financial goals on track.
- Review and measure the effectiveness of your existing financial strategies.
- Get professional guidance on other financial topics that are of interest to you.
Money Canvas™: Take advantage of this free money coaching service that empowers you to build healthier budgeting, spending and saving habits. You'll work one-on-one with the same Money Canvas coach throughout the program. Our coaches are kind, nonjudgmental and professionally trained in cash flow management and behavior change tactics.
Money Canvas coaches are not licensed to sell any financial products or provide investment advice. Their only job is to help you succeed on your own terms. For more information, visit thrivent.com.