Relief from personal financial management.

Whether you’re a busy retiree or a caregiver with a family of your own, time is precious. SIMPLIFY combines the convenience of cash management, bill paying and recordkeeping with an investment portfolio. We help relieve you from these duties so you can enjoy life and the people in it.

Three generations of women bonding outdoors.

Aging loved ones?

Let us handle personal financial management so you can spend time with them versus poring over paperwork and bills.

Pen, cell phone and calculator on financial market newspaper.

A turnkey solution

Now your investments, cash management, bill paying and recordkeeping are all in one place.

Business person with digital tablet discussing financial reports.

A team approach

Your financial representative and trust specialists work together to care for you and your family’s financial needs.

54% of people help loved ones manage finances and help with daily living.

How SIMPLIFY can help

SIMPLIFY takes care of your reoccurring financial obligations, so you have more time to volunteer at church or in your community, be active or simply spend time with those you love. Here's how it works:

First, you:

  • Choose one of five model portfolios.
  • Provide us with a list of your bills.

Then, Thrivent Trust Company:

  • Periodically rebalances your portfolio to increase cash levels.
  • Pays the bills you have designated us to pay on your behalf.
  • Provides you with a monthly statement that shows your income, investment portfolio and bills paid.

"What I think is awesome is I have the flexibility to travel, and not worry about my bills being paid. ... I love this service, because they take care of it all."*