At the heart of everything we do is a focus on you, our client. And the starting block of every relationship is taking time to get to know you and understanding your goals so we can craft a strategy right for you.
Managing wealth is not our sole purpose—our team helps incorporate insurance, investments, tax planning, and estate planning and wealth transfer strategies into your overall financial plan. We want to help you get the most out of your life and your legacy.
We start with asking the question, where do you want to go? It’s important to understand your individual needs, goals and ambitions as the foundation for your financial plan. We will then work with you to understand how we can get there.
Our Dedicated Planning Services
You are in control at every point of the dedicated planning process, which starts by choosing the type of engagement you desire, whether it be a one-time service or an ongoing relationship, for a fee. You will receive, written recommendations that help you move toward a more stable financial future. Through the development of your personalized dedicated plan, our mission will be to create a plan that guides you to the life you want. We work with you to help ensure that the journey is as enjoyable as the destination. Along the way, we keep each other up to date with an individualized schedule of touchpoints to review progress, discuss life changes and make sure you are on the right track.
The cost for this service depends on many things, including the complexity of your financial situation and the level of analysis required. Together, we can go through a client fee schedule to determine potential fees. Keep in mind, you are under no obligation to implement your plan with us. Implementation of your written recommendation is separate from Dedicated Planning Services. Thrivent’s Financial Dedicated Planning Service is an investment advisory service designed for you and a financial advisor to review your personal financial position holistically and develop strategies tailored to help you reach your financial goals.
Review the Thrivent Dedicated Planning Services brochure and Services Agreement for a full description of services offered. 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 or professional and on thrivent.com/disclosures.
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.