Friendly reminder to direct your Thrivent Choice® Dollars ❤️
https://www.thrivent.com/about-us/membership/thrivent-choice
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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.
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Numbers matter. But people matter more.
I'm here for the big decisions, the unexpected turns, and all the conversations in between.
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#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!
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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.
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#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
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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.
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#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.
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A little planning today could leave more of your hard-earned money where it belongs—with you and your family.
#TaxEfficient #FinancialPlanning
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
A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.
The key? Timing matters.
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
More options to give.
More options to dream.
More options to spend your time doing what matters most.
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#FinancialFreedom #LiveWithPurpose
Buying a financial product is one decision.
Building a financial plan is a process.
That's why I've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list.
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#FinancialConfidence #PurposeDrivenPlanning
There was a time when finances were "his thing."
Not anymore.
Every woman deserves to understand where the money is, how the plan works, and what would happen if life changed tomorrow. Confidence doesn't come from having all the answers. It comes from knowing where to turn and being part of the conversation.
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#WomenAndWealth #FinancialPlanning #FinancialConfidence
Financial planning isn’t just about dollars and cents—it’s about helping people make the most of the life they’ve been given.
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#PeopleFirst #PurposeDrivenPlanning
Every income level needs a clear financial strategy.
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Consult your tax professional for your state's tax rules.
No two families have the same goals, values, or dreams.
That's why I don't believe in one-size-fits-all financial planning.
I believe in listening first, understanding what matters most, and creating a strategy that's as unique as the people sitting across the table.
Because your financial plan should reflect your life—not someone else's.
For more information visit Thrivent.com/social.
#FinancialPlanning #PersonalizedPlanning
The best financial plans aren't built overnight.
They're built one smart decision, one conversation, and one goal at a time.
No matter where you are on your journey, I'm here to help you keep moving forward.
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#ProgressNotPerfection #FinancialPlanning #FinancialWellness
