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Woman meeting with her professional advisor to review a plan

OBJECTIVE ADVICE FROM A DEDICATED PARTNER


Sounds like a plan.

Welcome an Advisor Aboard – With Financial Planning Services

Some people feel more comfortable navigating money matters with a co-pilot. With our fee-based Financial Planning Services, we can match you with an advisor who'll work by your side and help you set a steady course.

What We Bring to the Table

Working one-on-one in a fee-based financial planning relationship with a Thrivent Financial professional has many benefits.

A TIGHT-KNIT WORKING RELATIONSHIP


Your advisor gets to know who you are and what you're about, asking questions that get to the heart of your situation. That helps you articulate the priorities you want your financial decisions to reflect.

OBJECTIVE ADVICE


Your advisor seeks to offer objective advice throughout the financial planning process.

A PERSONALIZED PLAN


Your advisor follows your cues, helping you create a comprehensive plan or focusing on a few key areas of your finances – whatever you feel will help you forge a path forward.

CONTINUING CONVERSATIONS


Over the course of your time working together, your advisor periodically touches base through email, in person or over the phone. Communication is key to helping you feel comfortable and confident.

Areas of Focus

When you ask us to provide Financial Planning Services, we can home in on a specific financial planning topic – or take a broader look. You and your advisor work together to determine which questions to address and which solutions to explore.


Current Financial Picture

Do you want to better understand which aspects of your current financial situation may be helping you reach your goals – and which may be impeding your progress?

Retirement

Do you want help reviewing your goals and determining if you're saving enough to cover your expenses throughout retirement?

Risk Management

Do you want help ensuring you have the financial safety net in place to protect your family from unexpected events?

Investments

Do you want insight about balancing your portfolio and aligning it with your risk tolerance and time horizon?

Income Tax

Do you want recommendations on how to be more tax-efficient with your investments?1

Estate Planning

Do you want help preparing to share your blessings with loved ones or a cause you care about?

GOT QUESTIONS?

Learn more about how Financial Planning Services can work for you.

We can provide Financial Planning Services on a one-time or ongoing basis. You can start or end the agreement at any time.

One-time planning can work well when you're experiencing a major life event – getting married, having a baby or sending a child to college, for example. During those times, there's a lot to think about. Many people appreciate guidance as they negotiate the financial changes involved.

Ongoing planning can be useful during a period of change – the years you spend approaching and then starting retirement, for example. Guidance at this time can be useful as you face decisions about Social Security benefits and retirement plan distributions.

That depends on several factors, including:

  • The scope and level of service you request.

  • The complexity of your financial situation.

  • The experience level and credentials of your financial professional.

During – and after – your first meeting, your advisor will:

  • Discover
    • Help you establish your financial vision.
       
  • Design
    • Assess your financial situation.

    • Collaborate with you to develop strategies that relate to your goals.
       
  • Deliver
    • Provide written recommendations and advice.

    • Coordinate with other professionals (your accountant or tax professional, for example), if applicable.

Over the course of your working relationship, your advisor can:

  • Provide annual written recommendations related to your financial goals.

  • Conduct in-depth financial planning on topics applicable to your situation.

  • Help you identify and address new financial needs or goals that arise.

  • Track progress you're making toward achieving your goals.

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