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Young woman receiving guidance from a financial professional

RELIABLE GUIDANCE

We'll help you plot a steady course.
Driven by your core values.

Working With a Thrivent Financial Professional

We get it. You want to prepare for retirement. Save for your child's education. Safeguard your family's future. Make a mark in your community. It can feel overwhelming. Fortunately, we can help.

FINANCIAL GUIDANCE


Planning for your Wise With Money Journey requires a financial strategy that reflects your unique needs, goals and values. Teaming with a Thrivent Financial professional can help you build a firm foundation – and then map out a path that's right for you.

Working together, we'll seek to help you:
  • PROTECT YOUR FUTURE: To build a solid foundation for a more stable financial future, we can help you explore ways to strengthen your financial position and protect against setbacks.

  • SAVE FOR YOUR GOALS: We'll help you develop strategies to accumulate the money you'll need to realize your dreams.

  • LIVE IN RETIREMENT: When you're ready to retire, we'll help you determine how to distribute the savings you've built up – so they last as long as you need them.

  • PLAN YOUR LEGACY: We'll help you determine how you can share your blessings with the people, communities and causes you care most about.
Thrivent Financial Pyramid showing pillars for Legacy, Distribution, Accumulation and Protection

WORKING TOGETHER


As we help you map out your Wise With Money Journey, we'll strive to:
  • UNDERSTAND your financial objectives and concerns as we explore working together.

  • GATHER information to assess your current situation and establish your goals and priorities.

  • ANALYZE your situation and recommend potential strategies and solutions.

  • IMPLEMENT your desired strategies.

  • REVIEW your progress on your Wise With Money Journey to help you along the way.

FINANCIAL HABITS


To progress on a journey, every step counts. As we help you pursue your long-term financial plans, we'll encourage you to adopt healthy financial habits that you can carry out on a day-to-day basis:
  • SPEND LESS THAN YOU MAKE

  • BE WISE WITH DEBT

  • PROTECT YOURSELF AGAINST SETBACKS

  • HAVE A SHORT- AND LONG-TERM PLAN

  • GIVE OF YOURSELF

Navigating Goals, Choices & Change

Throughout your life, certain events and life stages lead you to pause. And reflect. Whether you're preparing for the future or responding to a sudden change, there are ways to proceed wisely. Thrivent Financial professionals understand that. And they're here to help.

Where are you on your Wise With Money Journey?

LET'S EXPLORE