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.
- 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.
A collaborative planning process
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?
Schedule your free consultation
Get the financial guidance you're looking for by talking with a financial advisor.
- 1. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.