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cfpcertificate.pdfI've been sitting on some good news that I'd like to share.
I'm excited to announce that I am officially a CERTIFIED FINANCIAL PLANNER®️ Professional!
This achievement is a reflection of my commitment to ongoing education, high professional standards, and providing clients with thoughtful, comprehensive financial guidance.
The CFP®️ certification process required countless hours of studying, learning, and applying complex planning concepts. It was certainly one of the most challenging professional endeavors I've undertaken, but it reinforced the responsibility and privilege that comes with helping individuals and families make important financial decisions.
I'm incredibly grateful to my family, colleagues, mentors, clients, and friends who encouraged and supported me throughout the journey.
I look forward to continuing to put what I've learned into practice and using that knowledge to better serve the individuals and families who place their trust in me every day.
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
23 years ago, I was sitting in my third grade classroom when our country was attacked by terrorists. I remember my teacher being unsure about if she should tell us what had happened, and I remember not understanding the significance of what was going on at the time. As I grew up, I came to understand the weight of the tragedy that took place that day. I’ve met people who lost loved ones in the attack and had to pick up the pieces of their shattered lives. I was also fortunate to be able to visit the memorial at ground zero a number of years ago, which was very humbling. I’ll forever be thankful to those who risk their lives to protect our country and those who have made the ultimate sacrifice for the USA.
Never Forget.
Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
It takes the contributions of every family member to make a household run. If a stay-at-home spouse gets injured or sick, life and finances can be affected just as much as if a primary income earner’s ability to earn is affected.
Disability insurance coverage for a stay-at-home spouse could be right for your family.
See thrivent.com/social for important disclosures.
#DIAM24
Some of the best advice comes from Moms. To all moms and mother figures, happy Mother’s Day!
Just a friendly reminder to regularly check your various financial accounts, including checking, savings, credit cards, etc. I recently had a bad actor fraudulently use a card number to make unauthorized purchases. There are typically protections in place for cardholders in situations like this to protect against losses from unauthorized purchases, but it can still create a headache trying to clean up the mess. You may not even have access to all of your money for a short period of time while your financial institution investigates. If you catch something suspicious early, it can save you a lot of hassle. 💵
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
See thrivent.com/social for important disclosures.