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Financial Planning Services

Collaborate with a financial advisor to get personalized recommendations in your best interest. We’ll help match the level of planning with a pricing structure that fits your financial situation.
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We'll be in touch soon.

Next Steps

  1. We will review your request and get back to you within 24–48 hours.
  2. We will match you with a financial advisor that meets your needs.
  3. There is no obligation to buy at any time.
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Tomorrow’s financial clarity begins with today’s decisions
Your priorities and goals. Our personalized Financial Planning Services. We can work together in a one-time or ongoing relationship to identify strategies that help you move toward a stable financial future.

We can support you through:
  • A marriage, job change, birth of a child, or other life event.
  • Keeping financial goals on track.
  • Reviewing your existing financial strategy.
  • Gaining professional guidance on other financial topics.
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Hear from our advisors
How we work with you to create a financial plan.

Let us create a financial plan that’s right for you

Financial Planning Services empowers you to use money as a tool to help achieve your dreams. No matter where you are on your financial journey, we can incorporate your values into a personalized plan. We’ll help develop a plan that fits even as your situation and goals change.

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.
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A relationship built in trust & transparency
We are committed to acting in your best interest—putting your needs ahead of our own.
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Personalized planning
Together, we develop a purpose-based plan that moves you toward financial clarity and prioritizes what matters most to you.
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Objective advice
Using interactive tools and keeping your goals in mind, we focus on objective recommendations, not selling you products.
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What to know about fees
This service includes a fee which is based on the level of service provided.
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Continuing conversations
Keep the conversation going and make progress. Set a pace that works for you.
Icon with hands meeting with a heart
A relationship built in trust & transparency
We are committed to acting in your best interest—putting your needs ahead of our own.
book icon with bookmark
Personalized planning
Together, we develop a purpose-based plan that moves you toward financial clarity and prioritizes what matters most to you.
icon of two people talking with quote bubbles
Objective advice
Using interactive tools and keeping your goals in mind, we focus on objective recommendations, not selling you products.
Icon flex pricing
What to know about fees
This service includes a fee which is based on the level of service provided.
icon with a phone inside a quote bubble
Continuing conversations
Keep the conversation going and make progress. Set a pace that works for you.

Frequently asked questions

Financial 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 financial plan?
A qualified financial advisor can help you navigate your current financial situation and strategize to achieve short- and long-term goals. Your advisor can help you manage savings, debt, investments and more. Some advisors specialize in specific topics, like business continuation planning, special needs planning and divorce financial planning.

Thrivent’s Financial 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 Financial 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 Financial 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.
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.
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Connect
Get started on your personalized financial plan
No two people walk the same line to achieving financial clarity. We'll help you reach it with personalized recommendations. Get started today.
Connect with us
I’m interested in learning more about
*Please select an advice option.
Who will we contact?

To learn more about the privacy of your information, visit our privacy policy.

What is your contact information?
Form Submission Failure

Unfortunately the form submissions has failed. Please go back and try submitting the form again or come back later and try again.

Illustration of a person trimming a tree shaped like a padlock
We’re excited to connect with you!

We'll be in touch soon.

Next Steps

  1. We will review your request and get back to you within 24–48 hours.
  2. We will match you with a financial advisor that meets your needs.
  3. There is no obligation to buy at any time.
Financial Planning Services are offered by Thrivent Investment Management Inc. 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’s Financial 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 Financial Planning Service brochure and Service Agreement for a full description of services offered.
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