Plans and Solutions That Fit Your Situation That You Understand
Do you ever ask yourself; Do I have enough to retire when I'd like to? Can we afford to send our children to college? Will my family be ok if something happens to me? My passion is sitting down with people in all situations and helping them answer those types of questions.
My process in working with clients is simple. I sit down with you and get to know your goals for every situation. To me, the 'what' and the 'when' are just as, if not more important than the 'how much'.
At Thrivent, we believe that money is a tool, not a goal. We create client focused plans for each of our clients that fits them. We focus on understanding what are the priorities for our clients and guiding them toward financial choices that help them live a life full of meaning and gratitude.