Dedicated Planning Services
Work with a financial advisor at your pace, and identify strategies with objective written recommendations that help you build a more stable financial future.
What to expect
When you work with us in a dedicated planning relationship, you’ll find clarity for where you are today. And confidence for where you go tomorrow.
We are committed to acting in your best interest—putting your needs ahead of our own.
Together, we develop a purpose-based dedicated plan that moves you toward financial clarity and prioritizes what matters most to you.
Using interactive tools and keeping your goals in mind, we focus on objective recommendations, not selling you products.
This service includes a fee which is based on the level of service provided.
Keep the conversation going and make progress. Set a pace that works for you.
We are committed to acting in your best interest—putting your needs ahead of our own.
Together, we develop a purpose-based dedicated plan that moves you toward financial clarity and prioritizes what matters most to you.
Using interactive tools and keeping your goals in mind, we focus on objective recommendations, not selling you products.
This service includes a fee which is based on the level of service provided.
Keep the conversation going and make progress. Set a pace that works for you.
Connect
Achieve greater financial clarity with specific recommendations from experts who want to help you thrive.
Frequently asked questions
Dedicated Planning Services can help you create a road map from where you are today to where you want to be.
How do I work with you to create a dedicated plan?
A qualified financial advisor can help you navigate your current financial situation and strategize to achieve short- and long-term goals. Your financial advisor can help you manage savings, debt, investments and more. Some financial advisors specialize in specific topics, like business continuation planning, special needs planning and divorce financial planning.
Thrivent’s Dedicated Planning Service is an investment advisory service. It allows your financial advisor to help you navigate the ever-changing financial landscape as your needs and goals change.
Thrivent’s Dedicated Planning Service is an investment advisory service. It allows your financial advisor to help you navigate the ever-changing financial landscape as your needs and goals change.
How much does it cost?
There is a fee associated with Dedicated Planning Services. You and your financial advisor can work together to determine what you can expect to pay. The fee is based on:
- The scope and level of service.
- The complexity of your financial situation and related analysis.
- The experience level and credentials of your financial advisor.
- Other factors related to your financial situation.
What are the types of services?
We provide one-time or ongoing Dedicated Planning Services. You can choose the level of support that makes sense for you.
One-time planning can work well when you’re experiencing a major life event, such as getting married, having a baby or sending a child to college.
Ongoing planning can be useful during a period of change. For example, ongoing planning may be useful during the years leading up to and the start of retirement. Ongoing planning automatically renews each year.
One-time planning can work well when you’re experiencing a major life event, such as getting married, having a baby or sending a child to college.
Ongoing planning can be useful during a period of change. For example, ongoing planning may be useful during the years leading up to and the start of retirement. Ongoing planning automatically renews each year.
Where do we begin?
During and after your first meeting, you'll work with a financial advisor to discover and establish your financial vision. Together, you'll explore how a relationship centered around holistic advice can be beneficial.
Hear from our advisors
How we work with you to create a dedicated plan.
Ready to enhance your financial plan?
With Dedicated Planning Services, your financial advisor will help you build upon your current financial plan—resulting in objective written recommendations you can act on with confidence.
Thrivent’s Dedicated Planning Service is an investment advisory service designed for you and a financial advisor to review your personal financial position holistically and to plan strategies tailored to help you reach your financial goals. Please review the Thrivent Dedicated Planning Service brochure and Service Agreement for a full description of services offered.
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