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News and Insights

Sending the happiest of birthday wishes to our outstanding Paraplanner, Jesse Doke! 🎂 🎁 Jesse, your hard work and positivity make Purpose Driven Wealth a better place every day. Wishing you a year full of success, laughter, and great memories. Happy Birthday! 🥳

We’re proud to be sponsoring the 2025 World Long Drive Championship happening September 25th to 27th in La Salle, CO! This high-energy event brings together the world’s longest hitters for an unforgettable weekend of competition, food trucks, music, and fun—and it’s free to attend. You’ll find us at our booth with: - A giveaway for a brand-new driver and custom fitting from GolfTEC - Games and prizes - Snacks and cool-down treats Bigfoot Turf Farm | 22455 County Road 49, La Salle, CO 80645 Tag your golf-loving friends and save the date. We’d love to see you there! #WorldLongDrive #ColoradoEvents #GolfSeason #FreeEvent See thrivent.com/social for important disclosures.

📚 Back to school, back to giving! Help students or teachers in need by leading a Thrivent Action Team this August. School supplies, fundraisers, or community events—the possibilities are endless. Apply here: thrivent.com/actionteam. #BackToSchoolGiving

Paying off student loans doesn’t have to feel like a lifelong struggle. Whether you’re just getting started or ready to accelerate your progress, this article shares 8 practical ways to tackle your student debt with confidence and build a plan that works for you. Read the full article here: https://www.thrivent.com/insights/college-planning/8-ways-to-get-serious-about-paying-off-student-loan-debt?email= #StudentLoanHelp #FinancialConfidence #DebtFreeJourney See thrivent.com/social for important disclosures.

Wondering if life insurance is worth it in your 20s? Here are five reasons it might make more sense than you think. Take a closer look at why starting early can pay off: https://www.thrivent.com/insights/life-insurance/should-you-get-life-insurance-in-your-20s-5-reasons-to-consider-it?email= #LifeInsurance #StartEarly #FinancialWellness #YoungAdultFinance See thrivent.com/social for important disclosures.

Are your spending habits aligned with your financial goals? Living within your means doesn’t mean cutting out everything you enjoy. It means making intentional choices, so your money supports what matters most to you. This article shares practical strategies to build better habits and boost financial confidence. https://www.thrivent.com/insights/budgeting-saving/living-within-your-means-what-it-is-how-to-do-it #FinancialWellness #BudgetingTips #MoneyManagement See thrivent.com/social for important disclosures.

Protect your legacy — starting now. Estate planning isn’t just for the wealthy. It’s about protecting the people you love, the things you’ve worked hard for, and your privacy. Learn how a well-thought-out plan can give you peace of mind for the future. Read more: https://www.thrivent.com/insights/estate-planning/the-importance-of-estate-planning-protecting-your-people-property-and-privacy #EstatePlanning #FinancialConfidence #LegacyPlanning See thrivent.com/social for important disclosures.

🎆 Celebrate independence and generosity this July! Lead a Thrivent Action Team and make a difference in your community. Host a barbecue fundraiser or support a local nonprofit. Learn more: thrivent.com/actionteam. #ThriventCares

To our amazing clients: thank you for living so generously! These incredible impact numbers reflect the time, talents, and resources you’ve contributed over the years. From volunteer hours to financial support, the difference you’ve made is real and inspiring. If you haven’t already, consider applying for a Thrivent Action Team to support a cause you care about. And don’t forget to direct your Thrivent Choice Dollars. Every contribution makes a meaningful impact! #LiveGenerously #ThriventActionTeams #ThriventChoice #CommunityImpact See thrivent.com/social for important disclosures.

Please join us in wishing a very Happy Birthday to our amazing Investment Analyst, Joe Dobson! 🎂 🎈 Joe, your dedication and talent are truly appreciated. May this year bring you all the success, happiness, and adventure you can imagine. Enjoy every moment of your day! 🥳

Happy Independence Day! Today, we come together to celebrate our shared freedom and the diverse communities that make our nation strong. Wishing you a day filled with gratitude, joy, and celebration.

Our offices will be closed on Friday July 4th, in observance of Independence Day. We will resume regular operations on Monday July 7th and look forward to serving you then.

☀️ Summer is here! Use a Thrivent Action Team to brighten someone’s day. Whether it’s organizing a park cleanup or a summer camp supply drive, we’ve got your back. Get started: thrivent.com/actionteam. #SummerOfService

Our Qtr. 2 Newsletter is here! From team updates and summer office hours to helpful tax tips and local hidden gems — you won’t want to miss this issue! - Get to know our Operations Manager, Lindsay Kimbrell - Mark your calendar with key summer dates - Catch a recap of our latest Business Planning session - See what music is getting our team through the workday Dive in and see what’s new at Purpose Driven Wealth: https://www.thrivent.com/literature/pdw-newsletter.pdf See thrivent.com/social for important disclosures.

On Juneteenth, we celebrate freedom, community, and culture. Let us use this day as an opportunity to listen, learn, and grow together as we work toward a more just and equitable society.

Our Client Service Coordinator, Peyton, recently completed a Thrivent Cause Kit and assembled solar lights in just 30 minutes — making a powerful impact in communities around the world! 💡🌍 Thrivent partners with organizations like Wine To Water, which provides clean water solutions, and SolarBuddy, which tackles energy poverty through sustainable lighting. These thoughtfully designed kits ensure your time and effort go directly where it's needed most. If you're a Thrivent client and want to participate, just log into Thrivent.com, click on the Generosity tab, and select Thrivent Cause Kit. Everything you need is shipped to you, and return postage is included. It’s a simple way to live generously — and inspire others to do the same. See thrivent.com/social for important disclosures.

Our offices will be closed on Thursday June 19th, in observance of Juneteenth. We will resume regular operations on Friday June 20thand look forward to serving you then.

There is still time! On June 13, we invite you to A Lifetime Gift workshop. Learn the importance of preparing for the future with Shelly Halverson. This event is a game-changer, offering you the tools to ensure your loved ones have the information they need when it matters most. At this free event you will receive a complimentary resource binder to capture all of the important information to share with your loved ones. Register now at https://bit.ly/PDW0613. No products will be sold. Shelly Halverson is not affiliated with or endorsed by Thrivent. For more information visit Thrivent.com/social.

We are taking some time for internal business planning on Thursday June 12th. Our office hours will vary. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.

And that’s a wrap on Meet the Team Monday (for now)! 🎉 Over the past few weeks, we’ve had a blast sharing more about each team member—because at Purpose Driven Wealth, we believe relationships matter. Thank you for following along! If you missed any introductions, scroll back through our feed to meet the whole team. Which fun fact surprised you the most? Let us know in the comments! #MeetTheTeamMonday #GetToKnowUs #PurposeDrivenWealth #WhereMoneyMeansMore See thrivent.com/social for important disclosures.