How we work with you
Our team utilizes our data-driven process along with a team approach, to work with our clients and be at the center of their financial lives. We aim to be the resource you turn to for all financial-related questions.
At each step of our data-proven process, we address various aspects of your financial life.
Step 1: We start with an introductory conversation to ensure our values align with each other.
Step 2: We help create a comprehensive plan that includes your entire financial picture and identifies vulnerabilities. We want to learn everything we can right now, instead of waiting until it’s too late.
Step 3: This is a tax planning session* where we analyze current and future tax liabilities to help you save and distribute your wealth through tax-efficient strategies during life and at death.
Step 4: We assess your risk management, which includes protecting your financial present and future through insurance.
Step 5: We take deep dives into other important topics, such as:
- Investment efficiency
- Charitable donations
- Lifestyle goal optimization
- Debt management
- Budgeting assistance with online expense tracking and dynamic optimization tools
- Home buying, mortgage assistance, refinance break-even analysis
- Real estate investing and cost benefit/break even analysis
- College planning
- Social Security optimization
- Medicare supplemental insurance analysis
- Estate planning*
- Distribution planning both during life and at death
- Gifting strategies
Step 6: Together, we set up meetings throughout the year to review your financial situation.
*Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional