When ‘I’ll do it later’ becomes today.❄️🤣
#WellHereWeAre #WinterMood #FineIllDoIt #ColdTruth #SendCoffee ☕🥶
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A thoughtful strategy, patience, and consistency can make all the difference.
#InvestingTips #FinancialPlanning #LongTermInvesting #WealthBuilding #SmartMoney
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I’ve always loved helping people—and this career gives me the opportunity to help others work toward their dreams while also giving them something just as important: hope. Guiding people through their financial journey and showing them what’s possible is what makes this work so meaningful to me.
#PurposeDriven #HelpingOthers #FinancialGuidance #DreamPlanning #HopeForTheFuture
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Friendly reminder:
📊 You don’t have to be “good with money” to make good money decisions.
☕ You don’t need everything figured out to get started.
💬 And you don’t have to do it alone.
Financial confidence comes from clarity—not perfection.
What’s one thing you want your money to do for you this year?
#RealLifeFinance #MoneyMindset #AdvisorLife #PlanWithPurpose
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Here’s a small glimpse into the person behind the work—more to come 😊
#AboutMe #MeetTheAdvisor #LifeBeyondTheOffice #FunFacts
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2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
As a Retirement Income Certified Professional®️ (RICP®️), I help clients prepare for life’s transitions and surprises—but my favorite part of the job is helping people feel confident enough to actually enjoy what they’ve worked so hard for.
Clear plans. Calm conversations. And the freedom to live generously and fully—no matter what life throws your way.
#RetirementPlanning #RICP #FinancialConfidence #LifeTransitions #IncomePlanning #FinancialAdvisor #LiveFully
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
My faith guides how I serve. I believe everything we have is a blessing from God, and being a good steward of those blessings is both a calling and a gift.
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#FaithAndFinance #PurposeDriven #Stewardship #Thrivent #FinancialGuidance #ServeWithPurpose
Together, we can create a roadmap to help you achieve your financial goals and build a confident future.
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Let’s build a financial strategy that supports the life you feel called to live.
#LiveGenerously#FinancialGoals
For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
What this means for you (and how I can help):
• We should review your prior tax returns and determine whether standard deduction vs itemizing still makes the most sense.
• We should focus on deduction‐planning now—especially for those items that could go away or change.
• You’ll want to consider how future tax rates, law changes, and your income trajectory affect your strategy—because deduction opportunities aren’t static.
• I help you stay ahead of these changes and structure your plan so that you’re not caught off guard when the next change rolls through.
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
#PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues
💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free.
Smart gifting can:
✅ Reduce future estate taxes
✅ Help children or grandchildren now
✅ Shift taxable income to lower brackets
Make sure gifts are made before dividends or gains are declared — time to connect with me!
#FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
#FinancialConfidence #SmartRetirement #WealthManagement #FinancialPlanning
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These small steps can prevent family conflict and help you receive care aligned with your values.
It’s never too early — or too simple — to plan ahead. 🌟
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#FinancialPlanning #EstateStrategy #LegacyMatters #FinancialConfidence
If you’re part of the sandwich generation, you may feel like you’re being pulled in multiple directions at once.
Relieve the pressure with a financial plan that helps you:
✅ Prioritize what matters most
✅ Ease the stress of competing demands
✅ Not lose track of your goals
Let’s connect to create a financial plan that supports you—and those who depend on you.
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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. https://bit.ly/4nryLvV
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✅ FSA: Most dollars don’t roll over, so now’s the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
✅ HSA: Confirm you’ve taken advantage of your HSA.
Reach out if you’d like guidance on other year-end financial strategies.
(608) 385-0876
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That’s why intentional planning matters. With the right guidance and a strategy built around your unique journey, you can move toward a confident retirement—on your terms. 💛
#WomenAndFinance #RetirementPlanning #FinancialConfidence #WomenSupportingWomen
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Retirement today brings new challenges, and one of the biggest concerns many share is the fear of outliving their money. That’s why we focus on the issues most critical to your long-term financial well-being.
Let’s build a plan designed to support the retirement you’ve worked so hard for.
#RetirementPlanning #FinancialGuidance #WealthPreservation #FinancialConfidence
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
