True Path Planning

truepathplanning@thrivent.com

(210) 477-8801

Life is full of twists and turns, and True Path Planning was formed to help you navigate the financial aspects of your journey. Whether you want to chart a course for the future or you’ve hit an unexpected bump in the road, you can depend on our experienced and compassionate team to help you develop a financial plan for the path ahead.

Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals. True Path Planning specializes in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path.

Team intro

Our story

True Path Planning was formed in 2021 by Nick McNabb and Karly Hoerig, and Sarah Foy-Mireles joined them soon after. Since coming together, these three genuine, caring individuals have been using their unique strengths to help clients with a wide variety of financial endeavors.

Our team

Nick McNabb

FIC, RICP®, CLTC®, BFA™

Financial Advisor

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Karly Hoerig

MBA, CFP®, CDFA®

Financial Advisor

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Sarah Foy-Mireles

Insurance Associate

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Our advice approach

Building your financial blueprint

Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.

How we work with you

When you work with True Path Planning, we hope our warmth, positivity and expertise shine through each time we meet. We strive to forge deep, long-term relationships built on meaningful conversations about your unique expectations, challenges, goals and values.

Our solutions

Dedicated planning services

Collaborate with a financial advisor to get personalized recommendations in your best interest.

Insurance

Illness. Injury. The loss of you or a loved one.

Investments

At Thrivent we believe money is a tool—not a goal.

About Thrivent

How we’re different

At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they've been given.

Community impact

Our impact

True Path Planning proudly supports the following organizations

Thrivent membership benefits

When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.

Additional information

Throughout your financial journey, questions are bound to arise. We can help you find the answers. The following are common questions and answers from individuals like you.

News and insights

Want to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy. Take a look at these options and let’s connect. 👇🏼 https://bit.ly/49oiodI For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

If you still have money in a medical flexible-spending account at work, put this on your financial to-do list: Start spending it down. #tipoftheday For disclosure information, see thrivent.com/social

You shouldn't let tax considerations drive your investment decisions. However, it's worth considering the tax implications of any year-end investment moves that you make. For example, if you have realized net capital gains from selling securities at a profit, you might avoid being taxed on some or all of those gains by selling losing positions. Any losses over and above the amount of your gains can be used to offset up to $3,000 of ordinary income ($1,500 if your filing status is married filing separately) or carried forward to reduce your taxes in future years. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Office information

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Address:

84 NE Loop 410 Suite 262
San Antonio, TX 78216

Toll-free:

(210) 477-8801

Phone:

(210) 477-8801

Fax:

(866) 838-0950

Email:

truepathplanning@thrivent.com

Operating hours:

M-F: 8:30 a.m.-4:30 p.m.

Contact

Designations

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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

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

Thrivent financial 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.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management Inc. Thrivent.com/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s BrokerCheck for more information about our financial advisors.