Log in
Log in
Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.
woman with laptop
Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about
•

Your values, financial needs and goals

•

How to build a financial plan with a strong foundation

Products and services we may discuss
Dedicated Planning Services→Managed Accounts Program→
Our Process

Pursuing your financial goals, together

Understand

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Your Financial Goals: Understand, Strategize, Implement, Adapt
Your Financial Goals: Understand, Strategize, Implement, Adapt

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

  • Who you are and what you value
  • Your current financial situation

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

  • Clarifying what areas you want to address
  • Identifying areas of opportunity and options to consider

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

  • What steps you want to take going forward
  • Your progress on agreed upon steps

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

  • What, if any, life changes have happened recently
  • What other financial items are top of mind
Our ApproachHow we work with clientsAt Trailhead Financial Group, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Trailhead Financial Group Our Approach image

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.


Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.


Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.


Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.

INSIGHTSRead about financial topics
Insight image
Join Us for Our Asheville Open House! 🎉Greetings, Asheville community! We are thrilled to invite you to the Open House for our new office, a special event dedicated to fostering community spirit and giving back. A Celebration with PurposeThanks to the collaboration with the Asheville Chamber of Commerce (@avlchamber), we will kick off the event with a special ribbon cutting. This celebration isn't just about our new beginnings—it's about making a meaningful impact in our community.We are proud to partner with the Asheville Buncombe Community Christian Ministry (@abccm_official), supporting their incredible work through Transformation Village. Transformation Village is a vital initiative that offers transitional housing and comprehensive support to women, children, and veterans in need. It’s a beacon of hope and a testament to the power of community-driven transformation.Your Ticket to Enter: A DonationTo make a difference together, we encourage attendees to bring a donation item as your "ticket" for entry. Here's what we’re collecting:StampsLaundry DetergentAlcohol-Free Mouth WashBlank Note CardsBlank JournalsEthnic Hair Care ProductsPill BoxesYour generous donations will directly support the residents of Transformation Village, helping them on their journey toward renewed independence and hope.Event DetailsWhen: Thursday, July 17th, 2025Time: 4-7 pmWhere: 1316 Patton Ave. Suite B, Asheville, NC 28806RSVP: Please call Trailhead Financial Group at 877-958-6603Join us for an evening of food, drinks, and community spirit, as we celebrate new beginnings and the strength of kindness. Together, we can make Asheville an even greater place for all.Happy trails, and let’s make a difference together! 🌟
Insight image
Join Trailhead Financial Group in our new Hendersonville location on Thursday, April 03, 2025, as we host an open house to benefit The Boys & Girls Club of Henderson County. Clients and Guests welcome! We're excited to open our doors and host an evening of connection, celebration, and community support. Kindly scan the QR code to RSVP, or click the link provided: https://www.eventbrite.com/e/trailhead-financial-group-open-house-tickets-1289910088799?aff=oddtdtcreatorNo products will be sold. The Boys & Girls Club of Henderson County is not affiliated with or endorsed by Thrivent.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 877-958-6603

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Trailhead Financial Group | Thrivent