Has your life story already been written? Do you know what each chapter holds? How will it end?
The truth is no matter how much we plan for one version of your story, it just doesn’t always work out the way we planned. We move forward through life, but often have to adjust and redirect due to life’s inevitable change.
Traditional financial plans often force you to predict your future based on assumptions. Who will you be? What will you want to do? How will your life change 20 or 30 years from now?
If you set a plan and something changes – your spouse dies, you decide to move, you change your mind about what retirement looks like – does your plan change with you? Do you have a process for making financial decisions in times of change?
Instead of these changes creating a “new normal”, together we can make it a New Day
At New Day Planning, our advice-centric, agile financial planning approach protects you from the stress of change by guiding you through a 4-step process for making decisions around money to avoid the pitfalls and make the most of opportunities during times of change.
Be ready for what comes after “Happily Every After.” Your story is a living, breathing, ever-changing journey. We will be your guide, walking with you side-by-side to recheck assumptions, respond creatively, prioritize the next right thing, and get you through safely.
Community Impact
Meet Our Team
Jon Skov
- Title
Wealth Advisor
- Location
North Dartmouth
Bryan Schmeling
FIC, RICP®, BFA™
- Title
Financial Consultant
- State(s) Licensed
- AZ, CT, DC, FL, GA, IN, MA, MD, ME, MN, NH, NJ, NY, OH, PA, RI, SC, VA, WI,
- Website
- https://connect.thrivent.com/bryan-schmeling
- Phone
- 401-647-0664
Benjamin Ross
As a Financial Advisor at Thrivent, I have developed a passion toward investment management and helping those achieve their financial goals for the future. Starting as an intern, and working my way up to a full-time position, I have gained several years of experience in the finance field. I attended Bryant university and graduated with my bachelor's degree in finance in 2022. I also earned my master's degree from Bryant in 2023 and have worked at Thrivent through it all. When I am not working, I love participating and watching any and all sports, as well as getting outdoors to participate in both winter and summer activates such as snowboarding or jet skiing.
- Title
Financial Advisor
- State(s) Licensed
- CT, FL, MA, NH, RI,
- Website
- https://connect.thrivent.com/benjamin-ross
- Phone
- 401-647-0664
