Our Process
Discovery conversation: We learn about your goals, financial pictures, and what matters most.
Financial plan development: We develop objective planning guidance around your stated goals, the information you share, and the priorities that matter most to you.
Action Steps: We review specific, actionable strategies with you, so the next steps feel clear and easier to understand.
Implementation and ongoing review: We help implement the strategies you wish to pursue and continue meeting to revisit goals and update your plan along the way.
What we help with
Personalized Financial Planning: We help you look at the full picture of your financial life, not just one account, product, or decision at a time. Through a comprehensive approach to financial planning, we take time to understand what matters most to you, so the guidance you receive feels clear, objective, and connected to the life you are living and building.
Investment Planning: We help you understand how your investment approach fits with your goals, time horizons, and comfort with risk. Our planning focuses on your overall investment allocation and financial picture, helping you see opportunities, gaps, and risks more clearly.
Risk Management: We help you talk through the risks that may affect your financial plan, including investment risk, protection needs, and other planning factors, so you can make informed decisions with a clearer understanding of the tradeoffs.
Generational Planning: We help you think through what you want your planning to support beyond today, including family conversations, beneficiary awareness, and long-term goals for the people and causes that matter most to you.
Estate Planning Coordination: We can help connect your financial planning conversations with your broader estate planning goals. While we do not provide legal advice, we can help you identify planning topics to discuss with your attorney or other legal professionals.
Legacy Conversations: We help create space for thoughtful conversations about what you hope to pass on, whether that includes financial resources, family values, charitable intentions, or guidance for the next generation.
Financial planning is personal. That's why our conversations focus on your unique values and goals.
Your values, financial needs and goals
How to build a financial plan with a strong foundation
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
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
Golden Valley, MN 55416
Ready to connect?
Or call us directly: 763-746-3113
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
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.