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Insights

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

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Who’s ready to take charge of their finances? 🙋🏾‍♂️🙋🏽‍♀️ Here’s one powerful first step you can take today: → Review your current budget and align it with your values. Knowing where your money goes is the foundation to building a future that reflects what truly matters to you. Want to learn more? 📅 Schedule a meeting with me and let’s build a strategy that works for you. #FaithAndFinance #PurposeDrivenPlanning #MoneyMoves #TakeChargeTuesday 📌 See thrivent.com/social for important disclosures.

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Who’s ready to take charge of their finances? 🙋🏾‍♂️🙋🏽‍♀️ Here’s one powerful first step you can take today: → Review your current budget and align it with your values. Knowing where your money goes is the foundation to building a future that reflects what truly matters to you. Want to learn more? 📅 Schedule a meeting with me and let’s build a strategy that works for you. #FaithAndFinance #PurposeDrivenPlanning #MoneyMoves #TakeChargeTuesday 📌 See thrivent.com/social for important disclosures.

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#WisdomWednesday “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 💡 Wisdom isn’t just knowing what to do—it’s surrounding yourself with the right people to help you do it well. Whether it’s planning for retirement, protecting your family, or building a legacy, don’t do it alone. 📅 Let’s talk about your goals and how we can build a strategy that honors your values and future. 🔗 Click the link in bio or DM me to get started. #FaithAndFinance #BiblicalWisdom #LegacyPlanning #PurposeDrivenLiving #Thrivent #FinancialStewardship See thrivent.com/social for important disclosures

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#WisdomWednesday “Plans fail for lack of counsel, but with many advisers they succeed.” — Proverbs 15:22 💡 Wisdom isn’t just knowing what to do—it’s surrounding yourself with the right people to help you do it well. Whether it’s planning for retirement, protecting your family, or building a legacy, don’t do it alone. 📅 Let’s talk about your goals and how we can build a strategy that honors your values and future. 🔗 Click the link in bio or DM me to get started. #FaithAndFinance #BiblicalWisdom #LegacyPlanning #PurposeDrivenLiving #Thrivent #FinancialStewardship See thrivent.com/social for important disclosures

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO

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#MoneyMovesMonday 💸 Making progress with your money doesn’t always mean making big leaps. Sometimes the smartest move is a small step: ✅ Increasing your savings by 1% ✅ Reviewing your 401(k) allocations ✅ Asking the right questions about your financial future It’s not just about having money—it’s about making it move with purpose. 📲 Ready to take your next step? Let’s talk about values-based strategies that align your money with your mission. 📌 See thrivent.com/social for important disclosures. #FaithAndFinance #PurposeDrivenPlanning #MoneyWithMeaning #BuildWisely

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#MoneyMovesMonday 💸 Making progress with your money doesn’t always mean making big leaps. Sometimes the smartest move is a small step: ✅ Increasing your savings by 1% ✅ Reviewing your 401(k) allocations ✅ Asking the right questions about your financial future It’s not just about having money—it’s about making it move with purpose. 📲 Ready to take your next step? Let’s talk about values-based strategies that align your money with your mission. 📌 See thrivent.com/social for important disclosures. #FaithAndFinance #PurposeDrivenPlanning #MoneyWithMeaning #BuildWisely

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🌤️ Sunday Reset Take a breath. Reflect. Refocus. As the week winds down, now is the perfect moment to realign your goals with your values. ✅ Are your finances moving you toward peace or pressure? ✅ Is your money aligned with your mission? A better financial future doesn’t start with money—it starts with a mindset. Let’s talk about building a purpose-driven plan that brings clarity, confidence, and calm to your financial life. 📩 DM me to set up a conversation that fits your goals and values. 📌 See thrivent.com/social for important disclosures. #SundayReset #FaithAndFinance #PurposeOverPressure #WealthWithWisdom

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🌤️ Sunday Reset Take a breath. Reflect. Refocus. As the week winds down, now is the perfect moment to realign your goals with your values. ✅ Are your finances moving you toward peace or pressure? ✅ Is your money aligned with your mission? A better financial future doesn’t start with money—it starts with a mindset. Let’s talk about building a purpose-driven plan that brings clarity, confidence, and calm to your financial life. 📩 DM me to set up a conversation that fits your goals and values. 📌 See thrivent.com/social for important disclosures. #SundayReset #FaithAndFinance #PurposeOverPressure #WealthWithWisdom

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Thrivent Market & Economic update

Thrivent’s investment leaders agree—the first half of 2025 was a little like a rollercoaster. Hear their thoughts for how shifting tariffs, policies and geopolitics may influence future volatility, inflation, interest rates and more.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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📣 #FinancialFreedomFriday You work hard—make sure your money works harder. 📊 True financial freedom isn’t about how much you make—it’s about what you keep, how you grow it, and who you become in the process. Here are 3 Freedom-Building Moves to Make Today: ✅ Review your current financial strategy ✅ Make sure your goals align with your values ✅ Schedule time with a licensed financial advisor Don’t wait until it’s urgent to plan what’s important. Let's build a future that reflects not just your earnings, but your intentions. 📞 DM me or click the link in bio to schedule a no-obligation conversation. 📌 See thrivent.com/social for important disclosures. #FinancialFreedomFriday #FaithAndFinance #PurposeDrivenWealth #SmartMoneyMoves #MoneyWithMeaning

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📣 #FinancialFreedomFriday You work hard—make sure your money works harder. 📊 True financial freedom isn’t about how much you make—it’s about what you keep, how you grow it, and who you become in the process. Here are 3 Freedom-Building Moves to Make Today: ✅ Review your current financial strategy ✅ Make sure your goals align with your values ✅ Schedule time with a licensed financial advisor Don’t wait until it’s urgent to plan what’s important. Let's build a future that reflects not just your earnings, but your intentions. 📞 DM me or click the link in bio to schedule a no-obligation conversation. 📌 See thrivent.com/social for important disclosures. #FinancialFreedomFriday #FaithAndFinance #PurposeDrivenWealth #SmartMoneyMoves #MoneyWithMeaning

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Make the most out of your empty nest

It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.

Your kids have found independence. Here are six tips to refocus your finances.

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#WisdomWednesday “Wisdom is not just what you know—it’s how you apply it.” In a world full of financial noise, true wisdom means making intentional moves that align with your purpose, your values, and your future. 💡 Smart isn’t just investing—it’s knowing why, when, and how to act. ➡️ Are your money moves rooted in wisdom or reacting to fear? Let’s talk about building a strategy that reflects not just your income, but your insight. 📞 DM me to schedule a conversation about values-based planning that works for your goals—today and tomorrow. 📌 See thrivent.com/social for important disclosures. #PurposeDrivenPlanning #FaithAndFinance #BuildWisely #MoneyWithMeaning

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#WisdomWednesday “Wisdom is not just what you know—it’s how you apply it.” In a world full of financial noise, true wisdom means making intentional moves that align with your purpose, your values, and your future. 💡 Smart isn’t just investing—it’s knowing why, when, and how to act. ➡️ Are your money moves rooted in wisdom or reacting to fear? Let’s talk about building a strategy that reflects not just your income, but your insight. 📞 DM me to schedule a conversation about values-based planning that works for your goals—today and tomorrow. 📌 See thrivent.com/social for important disclosures. #PurposeDrivenPlanning #FaithAndFinance #BuildWisely #MoneyWithMeaning

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💸 No Investment Is Too Small 🧱 Every dollar you set aside, every plan you put in place, is a brick laid in the foundation of your legacy. Don’t underestimate the power of small beginnings—what you start today can bless generations to come. 🌱 📈 Legacy isn’t built overnight—it’s built one intentional step at a time. #LegacyBuilding #InvestWithPurpose #FinancialFreedom #GenerationalWealth See thrivent.com/social for important disclosures.

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💸 No Investment Is Too Small 🧱 Every dollar you set aside, every plan you put in place, is a brick laid in the foundation of your legacy. Don’t underestimate the power of small beginnings—what you start today can bless generations to come. 🌱 📈 Legacy isn’t built overnight—it’s built one intentional step at a time. #LegacyBuilding #InvestWithPurpose #FinancialFreedom #GenerationalWealth See thrivent.com/social for important disclosures.

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

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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.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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