Financial
Planning

Our financial advisors work with you to create a personalized plan and support you with ongoing guidance to help you achieve your goals, no matter where you're starting from.

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Get Started on Your Personalized Plan

Our financial advice process puts you in charge of decision-making. That starts with how you want to connect with us.

Schedule a consultation

We’ll take the time to learn more about your needs and beliefs, then match you with a licensed professional near you.

Book Now

Talk to a representative

Call 855-249-4736 or tell us how you’d like to be contacted – and we’ll follow up.

Request Contact

Our approach to financial planning

We combine financial expertise and purpose-based planning to bring you clarity for where you are today and your path forward. Regardless of where you're starting from or how confident you feel about finances, we offer strategies and coaching that meet a variety of individual needs. From assisting with questions to providing ongoing guidance, we help you reach your personal version of success with confidence.

This can include, but it isn't limited to:

  • Setting your short- and long-term financial goals to help you balance between your life today and your life tomorrow
  • Understanding your protection needs for your income, lifestyle, family or business
  • Developing a tax-wise investment strategy
  • Making a smooth transition towards retirement.

Financial Planning Services are offered through Thrivent Investment Management Inc. – review their Form CRS Relationship Summary to learn more.

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What matters to you, matters to us.

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