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"Tian - I've never worked with a Financial Advisor before, what should I expect?" While I can't advocate for every Financial Advisor here are some qualities of what I think you should expect from a great advisor💁🏿: 1️⃣They operate with integrity: They're realistic and don't make extraordinary promises on portfolio returns. 2️⃣They are well educated in the realm of finance 3️⃣They show interest in their clients by asking great questions 4️⃣They don't just manage assets, but people and their emotions towards the market or their own finances 5️⃣They care and don't just go through the motions . . See thrivent.com/social for important disclosures.
"Tian - I've never worked with a Financial Advisor before, what should I expect?" While I can't advocate for every Financial Advisor here are some qualities of what I think you should expect from a great advisor💁🏿: 1️⃣They operate with integrity: They're realistic and don't make extraordinary promises on portfolio returns. 2️⃣They are well educated in the realm of finance 3️⃣They show interest in their clients by asking great questions 4️⃣They don't just manage assets, but people and their emotions towards the market or their own finances 5️⃣They care and don't just go through the motions . . See thrivent.com/social for important disclosures.


#integrity #quoteoftheday #financialfriday #finances #minneapolis #money . . See thrivent.com/social for important disclosures.

#integrity #quoteoftheday #financialfriday #finances #minneapolis #money . . See thrivent.com/social for important disclosures.


Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o


When it comes to establishing your financial foundation do you have a plan for unexpected losses? Financial losses may go beyond losing a job to the loss of even your own life. The only guarantee in life is death and whether you're a husband, mother, or financial provider, do you have a plan in place to leave an inheritance for your loved ones or community? While there are ways to transfer assets - what you own - upon death, meet Life Insurance (LI). If you're curious to understand how LI works, then please take a look at the following resource below ... https://bit.ly/3EoZPv6

When it comes to establishing your financial foundation do you have a plan for unexpected losses? Financial losses may go beyond losing a job to the loss of even your own life. The only guarantee in life is death and whether you're a husband, mother, or financial provider, do you have a plan in place to leave an inheritance for your loved ones or community? While there are ways to transfer assets - what you own - upon death, meet Life Insurance (LI). If you're curious to understand how LI works, then please take a look at the following resource below ... https://bit.ly/3EoZPv6


Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.


Owning a home can be a chance to plant roots and thrive within a community. 🏠 Consider 5 key steps to make that dream a reality: 1️⃣ Set monthly savings goals 2️⃣ Explore <20% down payment options 3️⃣ Save for unexpected costs 4️⃣ Use high interest savings 5️⃣ Be flexible

Owning a home can be a chance to plant roots and thrive within a community. 🏠 Consider 5 key steps to make that dream a reality: 1️⃣ Set monthly savings goals 2️⃣ Explore <20% down payment options 3️⃣ Save for unexpected costs 4️⃣ Use high interest savings 5️⃣ Be flexible


Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/4a4yBFF

Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/4a4yBFF


Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA

Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA