Financial planning is personal. That's why our conversations focus on your unique values and goals.
Your values, financial needs and goals
How to build a financial plan with a strong foundation
Pursuing your financial goals, together
Understand
Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.
Your financial advisor will talk to you about:
- Who you are and what you value
- Your current financial situation
Strategize
Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.
Your financial advisor will talk to you about:
- Clarifying what areas you want to address
- Identifying areas of opportunity and options to consider
Implement
Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.
Your financial advisor will talk to you about:
- What steps you want to take going forward
- Your progress on agreed upon steps
Adapt
Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.
Your financial advisor will talk to you about:
- What, if any, life changes have happened recently
- What other financial items are top of mind
Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.
Your financial advisor will talk to you about:
- Who you are and what you value
- Your current financial situation
Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.
Your financial advisor will talk to you about:
- Clarifying what areas you want to address
- Identifying areas of opportunity and options to consider
Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.
Your financial advisor will talk to you about:
- What steps you want to take going forward
- Your progress on agreed upon steps
Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.
Your financial advisor will talk to you about:
- What, if any, life changes have happened recently
- What other financial items are top of mind
Personalized discovery
We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.
Strategic planning
Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.
Expert guidance and implementation
After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.
Proactive long-term partnership
Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.
Ready to connect?
Or call us directly: 408-217-2934
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Not all team members may provide all products, programs and services in all states.
Not all team members may office at the locations listed.
* as of December 31, 2024
** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.