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Our ApproachHow we work with clientsAt Inspired Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Inspired Wealth Advisors Our Approach image

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.

Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.
woman with laptop
Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about
•

Your values, financial needs and goals

•

How to build a financial plan with a strong foundation

Products and services we may discuss
Dedicated Planning Services→Managed Accounts Program→
Our Process

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
Your Financial Goals: Understand, Strategize, Implement, Adapt
Your Financial Goals: Understand, Strategize, Implement, Adapt

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
INSIGHTSRead about financial topics
Insight image
Meet Bill and BettyEvery collection has its stars, and when it comes to size, Bill and Betty are the undisputed giants of Elizabeth's rubber duck collection.Betty joined the collection after a business class trip to New York, where Elizabeth spotted her in a candy store and couldn't leave her behind. Bill's story is a little more mysterious. He was discovered at a thrift store after Elizabeth marched in a parade with her high school band, and he quickly became one of the most treasured ducks in the flock.Bill is especially unique because he still has his original tag attached and his adorable removable rain hat. While nobody knows exactly how old he is, he's certainly one of the most distinguished members of the collection. ☔After more than 20 years of collecting and more than 500 ducks, it's only fitting that the biggest ducks would help us wrap up our rubber duck series.Thanks for following along on this journey through one of the most unique collections in the IWA family. And remember: you never know when a rubber duck might become a lifelong hobby. 🦆❤️
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👋 Please Join Us in Welcoming Bryan Baker!We're excited to welcome Bryan Baker as the newest member of the Inspired Wealth Advisors team!Bryan joins us as an Associate Financial Advisor, bringing experience from both Thrivent and Schwab, along with a passion for educating and helping people achieve their goals. In fact, his background is in Early Childhood Education, and he feels that same passion for teaching translates naturally into helping families navigate important financial decisions.Originally from Ashland, Ohio, Bryan has also spent time in Atlanta and Tennessee. These days, he's traveling the country with his wife, Erika, and their three children while living the RV life. 🚐Outside the office, you'll likely find Bryan running, playing guitar, hosting game nights, hiking, cheering on the Cleveland Browns, or talking about chickens. He's also a licensed pastor who enjoys preaching, officiating weddings, and serving his community.One thing we've already learned about Bryan is that he's usually the one taking the family photos. If you look closely, you'll notice his arm reaching behind the camera in all the pictures he sent us. That's great news because, as a virtual team member, Elizabeth will be putting him to work taking photos for our social media. 📸😄Please help us give Bryan a warm welcome to the IWA family! 👏
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When You Make an Impact, People NoticeLast week, Brittany attended SLS (Senior Leadership Summit), and this week a thank-you basket arrived at the office. Naturally, Brittany shared it with the team, and we turned it into an impromptu charcuterie-board lunch. The basket was appreciated, but what it represented meant even more.Brittany wasn't invited to SLS simply to attend. She was invited to help leaders, strategists, technologists, and product teams understand what life is actually like in an advisor's office and how the tools they build impact real families every day.During the event, she participated in conversations and panel discussions about AI, advisor workflows, and the future client experience. In many of those discussions, Brittany was the only practicing advisor in the room, helping connect big ideas and technology to the real-world needs of clients and advisors.We're incredibly proud of the work Brittany is doing and grateful to have a leader who is always willing to share what she learns, invest in others, and bring new ideas back to our team.And we're especially grateful she shares her snacks, too. ❤️😄
Office Location
Lexington Location
1031 Wellington Way Suite 115
Lexington, KY 40513
Phone859-303-5139Fax877-206-1987Hours

M – F: 8:30 a.m. – 5 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 859-303-5139

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.

Inspired Wealth Advisors | Thrivent