Working with a financial advisor

Get 1-on-1 financial advice and support from a Thrivent financial advisor.

Personalized financial planning
A clear blueprint to work toward your goals
Ongoing progress check-ins

Michael Financial AdvisorLet’s schedule some time to connect! I’m here to help

Hi Michael. I’m feeling a little overwhelmed with creating an investment strategy.

A collaborative planning process

Work with a financial advisor to understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.
Your financial advisor will strategize concepts and topics based on your unique situation. Assembling your current financial picture helps develop your financial plan.
Your financial advisor can share investment ideas that align with your goals and support your implementation of them. They provide insights to show where you currently stand financially.
Your financial advisor will continue to adapt to life changes and celebrate progress. As life happens and circumstances evolve, they’ll review changes that may impact you.

Your financial goals

Seamlessly track your financial plan

We know there’s more to financial planning than listing goals, assets and liabilities. The snapshot view of your financial plan helps you focus on your values and keep you on track.

Values and goals

Identify your values to ensure that you’re focusing on financial goals that are most important to you.

Financial foundation

Understanding your cash flow helps you understand how much money you can apply toward goals.

Action steps

Your financial advisor helps you break down simple advice steps that help you move forward financially.

Track progress

Revisit your financial plan and track your probability of success over time.

Start building your plan

How we can help

Explore how a Thrivent financial advisor can help you build a financial plan that puts your money where your heart is.

Find the financial help you need

Answer three simple questions to learn about potential next steps in your financial journey.

Which of these matches your current life situation?

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1. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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