I believe entrepreneurs and visionaries are looking for a partner that helps them forge their own path, utilize their resources, and maximize their opportunities. If that describes you, then you’ve found the right place. My Exponent Group team is trained and committed to help entrepreneurs and visionaries achieve financial fulfillment.
Want to work with me? You have options
Do you need a plan? Do you need a product? Both? Depending on your situation my team can help you either way.
- Financial Planning – This is a primary service of my team. We offer two standard pathways – an initial one-time planning service, and an ongoing planning service. Learn about these pathways below.
- Financial Products - We can offer specific financial products like insurance or investments through Thrivent and other brokerage options. See a list of additional services offered by Thrivent at the bottom of this page.
Refer to the Thrivent Investment Management Inc. Form CRS Relationship Summary for more information about us; our relationships and services; fees, costs, conflicts and standard of conduct; disciplinary history; and additional information. Available upon request from your financial advisor and on thrivent.com/disclosures.
Pathway 1 - Set up or tune up your financial plan
We offer a one-time planning service to set up or tune up your entire financial plan. This is our initial engagement (ie, first step) with clients. Some objectives of this pathway include:
- Clarifying your vision and goals
- Organizing and optimizing your cash flow
- Evaluating your protection needs
- Identifying your investor profile
- Recommending tax efficiency strategies
- Determining your legacy plan
Pathway 2 - Progress with an Ongoing Plan
After completing a one-time plan, you can consider continuing with ongoing Dedicated Planning Services. In this step, my team continues as your dedicated financial thought partner to help you develop and achieve your financial plan over time. In addition to monitoring your goals, we use annual benchmarks to measure progress toward your financial fulfillment.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
