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I've got valuable information and resources to share. Explore away! And check back often.

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Build Your Dream Team for a 2025 Financial Reset 🏆💼 It’s time to assemble your financial Dream Team—the 2025 version of the basketball legends (but with calculators and contracts instead of slam dunks 🏀💰). Here's who should make your roster: 📈 Financial Advisor – The point guard of your money, helping you plan, invest, and crush your goals. 👨‍⚖️ Attorney – Your defense specialist, protecting your assets and handling estate planning. 📊 Tax Preparer or Accountant – The playmaker, finding ways to maximize deductions and keep Uncle Sam off your back. 💵 ✨ Additional All-Stars: 🏠 Real Estate Agent – The sharpshooter who helps you score your dream home. 💊 Insurance Agent – Your go-to for covering every base, from health to home. 🧠 Therapist or Money Coach – Your mindset coach, making sure you stay in the game mentally and emotionally. 🌟 Don’t forget your biggest fans: Surround yourself with friends and family who hype you up and support your financial goals. Everyone needs a solid bench squad cheering them on! This year, you’re not just playing to win the game—you’re going for gold. 🏆 Who’s making your Dream Team for 2025? Let me know! 💬 I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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Build Your Dream Team for a 2025 Financial Reset 🏆💼 It’s time to assemble your financial Dream Team—the 2025 version of the basketball legends (but with calculators and contracts instead of slam dunks 🏀💰). Here's who should make your roster: 📈 Financial Advisor – The point guard of your money, helping you plan, invest, and crush your goals. 👨‍⚖️ Attorney – Your defense specialist, protecting your assets and handling estate planning. 📊 Tax Preparer or Accountant – The playmaker, finding ways to maximize deductions and keep Uncle Sam off your back. 💵 ✨ Additional All-Stars: 🏠 Real Estate Agent – The sharpshooter who helps you score your dream home. 💊 Insurance Agent – Your go-to for covering every base, from health to home. 🧠 Therapist or Money Coach – Your mindset coach, making sure you stay in the game mentally and emotionally. 🌟 Don’t forget your biggest fans: Surround yourself with friends and family who hype you up and support your financial goals. Everyone needs a solid bench squad cheering them on! This year, you’re not just playing to win the game—you’re going for gold. 🏆 Who’s making your Dream Team for 2025? Let me know! 💬 I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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Your Sign to Declutter Your Finances 🧹💸 I forgot about a credit card... 😬 A couple of years ago, I woke up in full-on panic mode because I had a terrible feeling 😳—I suddenly remembered I had a credit card I hadn’t checked in forever. No clue about the balance, let alone the last time I made a payment! After resetting the password (and holding my breath), I found a small balance with interest creeping in. Luckily, it was only a couple of dollars from a Starbucks run ☕, but it could’ve been so much worse. Here’s how I declutter my finances now: ✅ Close unnecessary accounts – fewer accounts, fewer headaches! ✅ Carry fewer cards – streamlined and stress-free. ✅ Go paperless – digitizing everything is a lifesaver. 🗂️ ✅ Automate savings – non-negotiable deposits = future peace. 💰 This year, I’m focused on creating clarity and peace in my finances. ✨ How about you? I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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Your Sign to Declutter Your Finances 🧹💸 I forgot about a credit card... 😬 A couple of years ago, I woke up in full-on panic mode because I had a terrible feeling 😳—I suddenly remembered I had a credit card I hadn’t checked in forever. No clue about the balance, let alone the last time I made a payment! After resetting the password (and holding my breath), I found a small balance with interest creeping in. Luckily, it was only a couple of dollars from a Starbucks run ☕, but it could’ve been so much worse. Here’s how I declutter my finances now: ✅ Close unnecessary accounts – fewer accounts, fewer headaches! ✅ Carry fewer cards – streamlined and stress-free. ✅ Go paperless – digitizing everything is a lifesaver. 🗂️ ✅ Automate savings – non-negotiable deposits = future peace. 💰 This year, I’m focused on creating clarity and peace in my finances. ✨ How about you? I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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🚀 Review Your Financial Goals for the Year 🚀 We all have money goals —but how many have you said out loud? Written down? Confided in a friend? Our goals don’t stand a chance if we don’t create clarity and accountability in achieving them. 2025 can be the year you finally build your emergency fund , pay off debt, or start investing for the future 📈. Here are your steps to get there! ✅ Review Your Goals Take a step back and evaluate where you stand with your financial goals. Find goals that excite you! They shouldn't be about keeping up with the Joneses. Why do these things matter to YOU? 💭 📊 Make Them Visual One of the most powerful ways to stay motivated and on track with your financial goals is to make them visual. Write them down 📝, create a vision board, speak them into the universe! 🔑 Why It Matters: Did you know you're 42% more likely to achieve your goal if you write it down? 📑 Putting your financial goals on paper (or in a digital format) creates a clear commitment and keeps you more focused and accountable. 💡 I'll Start! - I want to make 4 extra mortgage payments to help pay off my house early! 🏡 - Read at least 4 new finance related books 📖 - Fully fund my Roth IRA and HSA 💰 Now it's your turn! What are your goals for 2025? Drop them below or share how you’ll make them visual! ✨ I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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🚀 Review Your Financial Goals for the Year 🚀 We all have money goals —but how many have you said out loud? Written down? Confided in a friend? Our goals don’t stand a chance if we don’t create clarity and accountability in achieving them. 2025 can be the year you finally build your emergency fund , pay off debt, or start investing for the future 📈. Here are your steps to get there! ✅ Review Your Goals Take a step back and evaluate where you stand with your financial goals. Find goals that excite you! They shouldn't be about keeping up with the Joneses. Why do these things matter to YOU? 💭 📊 Make Them Visual One of the most powerful ways to stay motivated and on track with your financial goals is to make them visual. Write them down 📝, create a vision board, speak them into the universe! 🔑 Why It Matters: Did you know you're 42% more likely to achieve your goal if you write it down? 📑 Putting your financial goals on paper (or in a digital format) creates a clear commitment and keeps you more focused and accountable. 💡 I'll Start! - I want to make 4 extra mortgage payments to help pay off my house early! 🏡 - Read at least 4 new finance related books 📖 - Fully fund my Roth IRA and HSA 💰 Now it's your turn! What are your goals for 2025? Drop them below or share how you’ll make them visual! ✨ I help people get to know their money and feel empowered on their financial journey. 💪 Let’s work together—DM me! See thrivent.com/social for important disclosures. #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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💡 Why I Threw Out My Traditional Budget (And How It’s Working for Me!) All of 2024, I tried to make my budget work… 📝 I’d start each month with the best intentions: track income, set limits for groceries and dining out, concert budget, clothing budget, and skincare budget. But here I am, 12 months later, admitting—it just didn’t work for me. 🙈 BUT - I do know it’s important to understand where my money is going. So, I made a change: I still budget, but it’s WAY more flexible now. 💪 My new approach has only 3 categories: Savings 💰 – Funding goals like my Roth IRA and extra mortgage payments. Usual Expenses 🏠 – Things like the mortgage, utilities, subscriptions, etc. Everything Else 🎉 – Concert tickets, clothes, dinners out, you name it. The beauty? I can prioritize what I really want in the moment. 🤩 Want concert tickets? I cut back on unnecessary spending elsewhere (hello, Target). Need new jeans? Less dining out with friends. 💃🍽️ And when I splurge on a fancy dinner? I don’t stress over rebalancing a million categories in my spreadsheet. This approach won’t work for everyone, but maybe it’s your sign to give yourself permission to let go of perfection and find a method that works for YOU. 💫 I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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💡 Why I Threw Out My Traditional Budget (And How It’s Working for Me!) All of 2024, I tried to make my budget work… 📝 I’d start each month with the best intentions: track income, set limits for groceries and dining out, concert budget, clothing budget, and skincare budget. But here I am, 12 months later, admitting—it just didn’t work for me. 🙈 BUT - I do know it’s important to understand where my money is going. So, I made a change: I still budget, but it’s WAY more flexible now. 💪 My new approach has only 3 categories: Savings 💰 – Funding goals like my Roth IRA and extra mortgage payments. Usual Expenses 🏠 – Things like the mortgage, utilities, subscriptions, etc. Everything Else 🎉 – Concert tickets, clothes, dinners out, you name it. The beauty? I can prioritize what I really want in the moment. 🤩 Want concert tickets? I cut back on unnecessary spending elsewhere (hello, Target). Need new jeans? Less dining out with friends. 💃🍽️ And when I splurge on a fancy dinner? I don’t stress over rebalancing a million categories in my spreadsheet. This approach won’t work for everyone, but maybe it’s your sign to give yourself permission to let go of perfection and find a method that works for YOU. 💫 I help people get to know their money and feel empowered in their financial journey. DM me to see how we can work together! See thrivent.com/social for important disclosures #FinancialFreedom #Budgeting #FinancialPlanning #MoneyManagement #2025Goals #EmpowerYourMoney 💡

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✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.

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✅ Spending the holiday season creating meaningful memories with your loved ones. ❌ Stressing over your budget because you feel pressured to spend more. It’s easy to get carried away when you are shopping for Christmas and preparing for holiday gatherings. This season, be mindful about the financial choices you make and avoid pushing yourself to overspend when it’s not necessary.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ Take a look, then let’s schedule a time to talk about your family’s needs.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving. Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4 See thrivent.com/social for important disclosures.

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Nurture your retirement nest egg

Discover 5 steps you can take to plan for income in retirement. 👇

Whether it’s coming soon or still years away, you may find yourself dreaming about retirement. Perhaps you’ll travel, spend time with family, volunteer more.

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Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you! See thrivent.com/social for important disclosures.

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Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you! See thrivent.com/social for important disclosures.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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