Along your financial journey, we understand that you need a complete view of your finances to build and distribute wealth wisely. We provide personalized financial guidance based on what matters most to you to help you move in a positive direction. We do that by taking the time to get to know you, your goals and your dreams – so we can create a plan that works as hard as you do.
If you’re ready to chart your path ahead, we'd love to connect.
Along your financial journey, we understand that you need a complete view of your finances to build and distribute wealth wisely. We provide personalized financial guidance based on what matters most to you to help you move in a positive direction. We do that by taking the time to get to know you, your goals and your dreams – so we can create a plan that works as hard as you do.
If you’re ready to chart your path ahead, we'd love to connect.
Our story
Founded in 2012, Sage Path Financial Consultants are a growing team that specializes in retirement planning, tax-efficient strategies and providing help for widows and widowers. We simplify complex financial strategies to take the stress out of money management so you can feel confident about your future.
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.
How we work with you
We believe money is a tool, not a goal. Whether you’ve just started your career and family or are looking to enter your golden years in a secure position, we strive to create wise financial blueprints for you. We work with you to get a look at the whole picture before making an action-based plan around your needs and values.
Community impact
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.
Events
2025-02-25T18:00:00
"What’s Your Retirement Style? Discover What Works for You" with Dr. Wade Pfau
Dr. Wade Pfau, known as the “Professor of Retirement Income,” brings years of expertise in helping both financial advisors and clients understand the behavioral drivers behind their retirement decisions. In this engaging, conversation-style event with Thrivent’s Adam Jorgenson, Dr. Pfau will introduce his RISA survey (Retirement Income Style Awareness) through the analogy of mountain climbing. The accumulation phase is like climbing the mountain, while the distribution phase is about safely navigating the descent—each requiring distinct skills and strategies.
Wade and Adam will explore a variety of retirement income strategies, from total return approaches to income protection, and discuss how an individual's preferences for income style and flexibility can shape their retirement plan. After the event, attendees will have the opportunity to identify their own income style using the RISA survey and share their unique results with their Thrivent advisor to help them create customized retirement income strategies.
February 25 – 12:00pm or 7:30pm CST
February 26 -- 8:30pm CST
Register here:
https://thrivent.zoom.us/webinar/register/8817313430441/WN_rPETTpGZRu2XbhsDTdmoMg#/registration
2025-04-15T17:00:00
Market & Economic Update
Are the current markets making you wonder how to best navigate your financial strategy? Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you. Register below to attend the event or indicate you'd like to receive a recording. No products will be sold.
Tune in April 15 at 11:30am CST.
Register here:
https://thrivent.zoom.us/webinar/register/1617271265692/WN_h37VHdurTvOQHoi7wXZitg#/registration
Office information
