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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 Voyage Financial Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.
Voyage Financial Advisors 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
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Ryan has been with Thrivent since 2008, building his career in financial services after spending five years in youth ministry — a background that still shapes how he shows up for clients today.He has a deep passion for community and loves helping people unleash their generosity right where they live. Ryan and his family call Rib Mountain home, and in the summer you'll likely find him mountain biking or hiking with them.📍 Proudly serving Wausau, WI and Iron River, MI📞 715-544-1122 📧 ryan.jones@thrivent.comFor disclosure information, see thrivent.com/social.#MeetTheTeam #VoyageFinancialAdvisors #FinancialAdvisor
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Because managing wealth isn't just about investments. It's about weaving together: ✅ Insurance ✅ Investments ✅ Tax planning ✅ Estate planning & wealth transfer...into ONE strategy built around YOUR life and YOUR legacy. 🌟We're not here to sell you a product. We're here to help you build a future. 📍 Ready to start the conversation? Let's talk about where YOU want to go.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
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We're not here to just manage money — we're here to help you chase down your most important goals and biggest dreams. Our team brings together innovation, deep expertise, and genuine compassion, all working toward one shared vision: your future, done right.You deserve advisors who show up with purpose and passion. That's exactly what you'll find here.📞 715-544-1122 📧 voyagefinancialadvisors@thrivent.comReady to set sail on your financial journey? Let's talk. ⚓For disclosure information, see thrivent.com/social.#VoyageFinancialAdvisors #FinancialPlanning #YourFutureStartsHere

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: 715-544-1122

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

Voyage Financial Advisors | Thrivent