Ready for a strategy that includes your values and your wallet? Let's talk.
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You have questions. You have goals. You probably have a few “I’ve been meaning to figure that out” items, too.
That’s okay.
Good financial planning starts with a conversation—not a product recommendation.
We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.
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I help you think clearly when life gets complicated.
https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting?month=2026-08
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It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most.
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#FaithAndFinance
Buying a financial product is one decision.
Building a financial plan is a process.
That's why I've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list.
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#FinancialConfidence #PurposeDrivenPlanning
We believe financial planning is about more than preparing for retirement or growing your investments. It's about creating a strategy that reflects your values, protects the people you love, and gives you the confidence to pursue what's next.
Let's build a plan with purpose.
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Your financial plan should reflect more than your income and investment accounts.
Working with me can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.
It’s not about separating faith from finances.
It’s about putting your values on the table.
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Join us for a workshop that’s all about empowering you to live your best life—secure, flexible, and confident about your financial future. David Blanchett and Michael Finke will present a dynamic session that transforms complex financial decisions into clear, actionable strategies. You’ll discover how to turn your savings into reliable, lasting income, how to protect your lifestyle—no matter what the market does, and will gain the confidence and freedom to truly enjoy retirement.
Tuesday, September 15 at 1:00 p.m.
Tuesday, September 15 at 8:30 p.m.
Wednesday, September 16 at 2:00 p.m.
Register using the follow link---> https://thrivent.zoom.us/webinar/register/4617646177485/WN_NXiQNrl3St63FeGTgS_RrA#/registration
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit Thrivent.com/social. 8562588.1
Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy.
https://calendly.com/terri-meekins-thrivent/thrivent-connect-meeting
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Because when your values guide your decisions, your financial plan can become about more than simply building wealth.
It can help you put your wealth to work for what matters most.
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Those initials aren't there to impress you.
They're there to better serve you.
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A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.
The key? Timing matters.
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
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You don't need to do it alone. I'm here to help!
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There was a time when finances were "his thing."
Not anymore.
Every woman deserves to understand where the money is, how the plan works, and what would happen if life changed tomorrow. Confidence doesn't come from having all the answers. It comes from knowing where to turn and being part of the conversation.
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#WomenAndWealth #FinancialPlanning #FinancialConfidence
Most people don't wake up excited to talk about taxes, estate planning, or retirement.
They just want to know they're making good decisions.
That's where we come in. We help take the complicated parts of your financial life and turn them into a plan that actually makes sense—one built around your goals, your values, and the life you're working toward.
https://bit.ly/4gqzwFT
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#FinancialConfidence #FaithBasedPlanning #Stewardship
The best financial plans aren't built overnight.
They're built one smart decision, one conversation, and one goal at a time.
No matter where you are on your journey, I'm here to help you keep moving forward.
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#ProgressNotPerfection #FinancialPlanning #FinancialWellness
More options to give.
More options to dream.
More options to spend your time doing what matters most.
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#FinancialFreedom #LiveWithPurpose
A strong strategy helps you prepare for the expected, navigate the unexpected, and stay focused on what matters most.
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#PlanForLife #FinancialConfidence
Financial planning isn’t just about dollars and cents—it’s about helping people make the most of the life they’ve been given.
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#PeopleFirst #PurposeDrivenPlanning
