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Magazine
Thrivent Magazine Fall 2020

On My Mind | Thrivent

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Combining financial expertise with purpose-based advice

It’s exciting to be a part of Thrivent’s transformation to help our organization stay relevant for future generations of Christians.

You’ve heard us say that we want to help you make the most of all you’ve been given. To do so means combining financial expertise with purpose-based advice to help you understand where you are today, where you want to be tomorrow and how you want to get there.

It really comes down to how you think about your life. And that’s deeply personal. It’s about how your values influence your financial decisions. How you choose a path toward your short-term and long-term goals. For example, you may be good at saving and need to be more intentional in what you spend. Or you may live more in the moment and need to find ways to prepare for the future.

How do you know when your spending is aligned with what’s important to you? It starts with understanding those areas that mean the most to you, talking them over with someone who can offer financial expertise and purpose-based advice, and then giving yourself permission to support those areas. And you shouldn’t compare your “investments” in your priorities with others.

For me, my family, health, nutrition and my community, including my church, are most important. So that means I pay for in-person fitness classes, and my family travels to see our extended family on the other side of the globe every year. I spend time teaching Romanian language classes to children and participating in and supporting my small church. And especially this year, I spent more on local food and cooking meals. Like many parents during the pandemic, we are trying to prioritize, balance and decide what is best for our family.

Perhaps this is a good time for you to step back and reflect on what’s important to you: your goals, values and priorities. And consider a conversation with a Thrivent financial professional, who can listen and help as you make decisions that align with the things you care about most.

Author Elena Ochian is the vice president of Advice at Thrivent.

Thrivent's 5 core beliefs

Thrivent Purpose-Based Advice is guided by five fundamental beliefs:

  1. We believe that money is a tool, not a goal.
  2. We believe that everyone deserves a plan.
  3. We believe in investing energy to understand the things that truly drive you.
  4. We believe in enabling a fulfilling life today while preparing you for the future.
  5. We believe transparency is the foundation to successful relationships.
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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. Refer to the Thrivent Investment Management Inc. Regulation Best Interest Disclosure document for information on fees, products, services, potential conflicts of interest, and additional information. Both are available upon request from your financial advisor or professional and on thrivent.com/disclosures.
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