Insights
Because a good financial plan isn’t just about what you have.
It’s about what you want your life to look like. ❤️
For disclosure information, see thrivent.com/social.
#FinancialPlanning #LifeAndMoney
So many great Action Teams our members are hosting!❤️
For additional disclosure, see thrivent.com/social
What are you waiting for? Do yourself a favor and start preparing now.
For disclosure information, see thrivent.com/social
Have you used your Action Teams yet? Get involved in the community and make an impact ❤️
https://www.thrivent.com/about-us/membership/thrivent-action-teams
For disclosure information, see thrivent.com/social.
You can’t control every chapter. But you can prepare for what comes next.
For additional disclosure, see thrivent.com/social
I hold the designation of Retirement Income Certified Professional® (RICP®) and help clients think through the transition from earning a paycheck to creating income they can rely on.
My goal is simple:
Help you retire with a plan—and the confidence to enjoy it.
For additional disclosure, see thrivent.com/social
Making a positive impact where we can feels so good!
For disclosure information, see thrivent.com/social.
#CommunityMatters #LiveGenerously
How much of that came from you? 🍂
For disclosure information, see thrivent.com/social.
#funfact
A new job. A move. A divorce. A loss. A change of heart about retirement.
Life doesn’t always follow the plan—and that’s okay.
Our agile approach helps you respond to change instead of being overwhelmed by it.
Because the goal isn’t to predict the future.
It’s to be ready for it.
For disclosure information, see thrivent.com/social.
Friendly reminder to direct your Thrivent Choice® Dollars ❤️
https://www.thrivent.com/about-us/membership/thrivent-choice
For disclosure information, see thrivent.com/social.
Plan for the life you have—and the new day that may come next.
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
I help you prepare for the financial side of that next chapter—before retirement and throughout it.
Because your retirement plan should be built around your life, not someone else’s checklist.
For disclosure information, see thrivent.com/social
Numbers matter. But people matter more.
I'm here for the big decisions, the unexpected turns, and all the conversations in between.
For disclosure information, see thrivent.com/social
#FinancialPlanning #ClientRelationships #FinancialConfidence #PlanWithPurpose
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.
Your tax bracket is a planning tool. Use it.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
A milestone worth celebrating and a new chapter worth getting excited about! 🎉
It’s such an honor helping people transition to and through retirement and watching them step into the next chapter with confidence, excitement, and a whole lot to look forward to. ❤️
**more pictures to come!
For disclosure information, see thrivent.com/social
Maybe your “why” is family.
Maybe it’s generosity.
Maybe it’s retirement.
Maybe it’s leaving something meaningful behind.
Whatever it is, I believe your financial plan should reflect it.
That’s what I love about this work—helping people turn their values into action.
Because good planning isn’t just about where your money goes. It’s about why.
For disclosure information, see thrivent.com/social
#FinancialPlanning #Purpose #Stewardship #FaithAndFinance #LiveGenerously
Good financial planning looks beyond today.
We build lasting relationships with our clients and work alongside them through the financial decisions that matter now—and the ones that will matter years from now.
That means working with you, your family, and the next generation to create a strategy designed around your goals.
Because financial clarity isn’t just about knowing where you are.
It’s knowing where you’re going next.
#FinancialClarity #LegacyPlanning #FinancialStrategy
For disclosure information, see thrivent.com/social
It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most.
After 11 years in this work, that’s still my favorite part.
Money has a purpose. Let’s make sure yours does, too.
For disclosure information, see thrivent.com/social
#FaithAndFinance #FinancialPlanning #Stewardship #LiveGenerously
Because building the nest egg is one thing.
Knowing how to use it wisely for the years ahead? That’s a whole different conversation.
For disclosure information, see thrivent.com/social