Jim Yanez

FIC, BFA™

Financial Associate

State(s) Licensed: FL, IA, KS, KY, MD, MO, NC, NE, PA, TX

Phone: 816-894-5803

Address:

7400 College Blvd Suite 150
Overland Park, KS 66210

Book my intro appointment

State(s) Licensed: FL, IA, KS, KY, MD, MO, NC, NE, PA, TX

Take the Initiative with your Financial Goals

When was the last time you sat down and looked at your financial strategy? Five, ten, twenty years ago? Ever? I’m not that old, but I definitely have different goals than I did back then. Our goals usually change as life goes on, but sometimes our plans don’t get updated.

The goal of my practice is to help keep your plans up to date and give you the sense of assurance knowing your finances are focused on what’s important to you.

Let’s connect to see how I can help.

What you can expect when we connect

When you meet with me, you can always expect two things: an agenda to respect your time, and the question "What do you want to make sure we get covered today?" We live in a busy world, and I love working with busy people, so the value of our time is a high priority. After a bit about myself, I'll want to get to know you:

What's important to you?
Who are those closest to you in your life?
What are you goals?
How do you feel your financial situation stands now?
Where do you want your financial situation to be?
What keeps you up at night?
What has been your experience with money?
Any special concerns?

Our conversation will give us a starting point for for a complementary initial analysis of your financial house as it stands. After some further discovery and analysis, I will come back to you with a Retirement Score and some recommendations. Then you make the decision in what capacity you'd like to work with us.

Ready to Connect?

Tell us how to get in touch.

* required

First Name *

Last Name *

Email *

Mobile *

Zip Code *

Message *

I understand that a Thrivent financial professional may respond to my request via text message, and that message and data rates may apply.

By sending this request, I agree that Thrivent or a Thrivent financial professional may contact me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.

To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.

Location

Overland Park Office

Overland Park Office

Phone:: 816-894-5803
Mobile:: 913-530-5946

Hours

M: 9 AM - 4 PM; 7 PM Virtual Only

T: 10 AM - 4 PM; 7 PM Virtual Only

W: 9 AM - 4 PM; 7 PM Virtual Only

R: 12 PM - 4 PM; 7 PM Virtual Only

F: 9 AM - 4 PM; 7 PM Virtual Only

Address

7400 College Blvd Suite 150
Overland Park, KS 66210