Life is full of twists and turns, and True Path Planning was formed to help you navigate the financial aspects of your journey. Whether you want to chart a course for the future or you’ve hit an unexpected bump in the road, you can depend on our experienced and compassionate team to help you develop a financial plan for the path ahead.
Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals. True Path Planning specializes in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path.
Life is full of twists and turns, and True Path Planning was formed to help you navigate the financial aspects of your journey. Whether you want to chart a course for the future or you’ve hit an unexpected bump in the road, you can depend on our experienced and compassionate team to help you develop a financial plan for the path ahead.
Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals. True Path Planning specializes in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path.
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
About Thrivent
Thrivent is a member-owned financial services organization offering advice, investments, insurance, banking and generosity programs to help clients make an impact on the people, causes and communities they love.
Where Money Means More™
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
News and insights
There are 7 money personality types, says psychology expert. Which one are you?
Are you the Compulsive Saver, the Worrier or the Gambler? Understanding your financial personality can help you make decisions that feel more natural—and sustainable. Knowing how you relate to money is a powerful step toward better planning. Read more here: https://www.cnbc.com/2021/04/28/7-money-personality-types-and-the-pitfalls-of-each.html?msockid=39a8b277365861d73391a6bb37876003 #TruePathPlanning #FinancialPersonality #MoneyMindset #FinancialAwareness #PlanningConfidence See thrivent.com/social for disclosures
Office information
Operating Hours:
M-Th: 8:00 a.m.-4:30 p.m.