How we work with you

Plainspoken, purpose-based financial planning 

The start of our planning process begins with a simple question: What’s important to you? We want to understand what keeps you up at night and what makes you excited to get up in the morning. As your financial advisory partner, we want to know the good, the bad and the ugly. And don’t worry, there’s no judgement here. 

Once we’ve learned about you, we’ll put together a to-do list of items we can each take care of. This process will help you decide what financial goals you're comfortable handling on your own while identifying which areas could use our expertise.  

Clients' needs are different, and we price our Dedicated Planning Services based on each unique situation. For information about our fees, send an email to TheGroleauFinancialGroup@thrivent.com or schedule a complimentary 45-minute consultation.  

Our financial services  

Our goal is to ensure you understand how the different pieces of your finances fit together and how to best optimize them.  

• Tax-efficient strategies  
• Reviewing “what if” scenarios and managing risk  
• Retirement income strategies  
• Education funding and planning  
• Navigating divorce or single household finances  
• Estate and legacy planning  
• Social security strategies  
• Debt strategies and management  
• Cash flow analysis and tracking  
• Investment analysis and feedback