Working with a financial advisor
Get 1-on-1 financial advice and support from a Thrivent financial advisor and plan your finances for the ones in your heart.
Our financial advisors serve individuals and families who are planning for the future, establishing legacies for their loved ones and making their communities better.
Why people work with usPursuing your financial goals, together
Understand
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 talk to you about:
- Who you are and what you value
- Your current financial situation
Pursuing your financial goals, together
Strategize
Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.
Your financial advisor will talk to you about:
- Clarifying what areas you want to address
- Identifying areas of opportunity and options to consider
Pursuing your financial goals, together
Implement
Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.
Your financial advisor will talk to you about:
- What steps you want to take going forward
- Your progress on agreed upon steps
Pursuing your financial goals, together
Adapt
Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.
Your financial advisor will talk to you about:
- What, if any, life changes have happened recently
- What other financial items are top of mind
Pursuing your financial goals, together
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 talk to you about:
- Who you are and what you value
- Your current financial situation
Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.
Your financial advisor will talk to you about:
- Clarifying what areas you want to address
- Identifying areas of opportunity and options to consider
Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.
Your financial advisor will talk to you about:
- What steps you want to take going forward
- Your progress on agreed upon steps
Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.
Your financial advisor will talk to you about:
- What, if any, life changes have happened recently
- What other financial items are top of mind
Find the financial help you need
Answer three simple questions to learn about potential next steps in your financial journey.
Track your financial plan
Your financial snapshot tracks everything from assets to financial goals in your financial plan. It also keeps your values in mind while providing clear, achievable action steps.
Track your financial plan
Your financial snapshot tracks everything from assets to financial goals in your financial plan. It also keeps your values in mind while providing clear, achievable action steps.
Identify your values to ensure that you’re focusing on financial goals that are most important to you.
We use the financial house to help you build a solid foundation and prioritize your goals.
Understanding your cash flow helps you understand how much money you can apply toward goals.
Your financial advisor helps you break down simple advice steps that help you move forward financially.
Revisit you financial plan and track your probability of success over time.
Natalie Kratzer, Thrivent Financial Advisor
Here for every stage of life
Life brings opportunities and challenges that can impact your financial goals. We help guide you through important money decisions so you can stay focused on what matters most to you.
Find your financial advisor
Your initial meeting is offered at no cost and no obligation. Because we know how important finding the right financial advisor is.
