Dedicated Planning Services
Take your financial plan to the next level with Dedicated Planning Services. This unique relationship allows your financial advisor to provide you personalized financial advice for a fee.
Personalized dedicated planning
When you work with your financial advisor in a dedicated planning relationship, you can expect:
Holistic review of your situation
Your financial advisor considers your priorities and circumstances, providing thorough analysis, broad topic coverage and personalized strategies to help you reach your financial goals.
Comprehensive, objective advice for a fee
Unlike having to buy a product to receive financial advice, with dedicated planning, you pay your financial advisor a fee for objective, practical financial advice.
Clear, actionable recommendations
Your financial advisor offers timely recommendations, helping you develop strategies and adapt them to navigate challenges.
Why clients choose this service
Dedicated planning focuses on helping you find clarity, confidence and control over your financial future.
Accountability & adaptability
Financial advisors act in your best interest
Flexibility to choose your path
Pricing
Pricing varies based on several factors, including but not limited to the scope of services, financial complexity and analysis and your financial advisor’s expertise. Talk with your financial advisor to determine the appropriate level for you.
Foundational
Build a strong base for your finances by focusing on your most essential financial topics.
Potential annual fee range
$900-$1,500
Ideal for young professionals and new families or clients with basic case complexity.Enhanced
Explore and plan for a range of evolving financial needs and goals.
Potential annual fee range
$2,000-$4,500
Ideal for experienced professionals and growing families or clients with moderate case complexity.Premier
Dig deeper to help simplify complexities so you can visualize and connect all the pieces of your financial picture.
Potential annual fee range
$5,000-$10,000
Ideal for small business owners, large families, and estate planning or clients with high case complexity.Dedicated Planning Services fees are negotiable. Your fee may fall outside these ranges depending on your specific situation, and your fee may be subject to change. If you elect to combine Dedicated Planning Services with a managed account program referred to as "WealthPlan," you will pay a consolidated fee for the separate and distinct advisory services provided as part of WealthPlan. Review Thrivent's Managed Accounts Program Brochure for a full description of the WealthPlan.
Dedicated guidance you can feel confident about
Our financial advisors combine financial expertise and written recommendations based on your values to bring clarity to your situation. Start the process by meeting with your financial advisor and discussing how dedicated planning can help you make informed financial decisions.Dedicated planning topics
Your dedicated plan may cover both your priority topics and those identified by your financial advisor. Your written recommendations translate strategies into actionable steps, helping you work towards your financial goals.
- Retirement planning: accumulation
- Investment planning
- Divorce planning
- Retirement planning: distribution
- Education planning
- Major purchase planning
- Risk management
- Estate planning
- Special needs planning
- Income tax planning
- Business continuation planning
Get personalized strategies for your financial goals
Start a conversation today
- Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
- By selecting "Start a conversation today" or "Get Started" you will have the opportunity to find and request contact with a Thrivent financial advisor near you. Financial Advisors are registered representatives of Thrivent Investment Management Inc.
- 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. Review the Thrivent Dedicated Planning Services Brochure and Services Agreement for a full description of services offered.