Visualizing Your Financial Plan
There’s more to financial planning than listing all your goals and comparing assets and liabilities. We incorporate your values into the financial planning process and help you make money decisions that align with your values and goals.
Let’s look at some key visuals we use to represent aspects of your financial plan and the progress we’re making together.
Let’s look at some key visuals we use to represent aspects of your financial plan and the progress we’re making together.
The Financial House™
We use the Financial House to help you prioritize important goals, build a solid foundation and revisit your financial plan to track your progress over time.Each level of the Financial House helps you move forward financially, while preparing for events that could impact your financial plan.
Your values and goals
You’ll have meaningful conversations with your financial advisor that will help uncover your values and goals.When your goals change or new money decisions arise, your financial advisor can help you move forward by returning to your values and understanding how your goals may have changed.
Financial Foundation
Cash flow and Net worthEvaluating your cash flow helps you and your advisor understand how much money you can apply toward goals.
How can you protect your most valuable asset?
Your income is your most valuable asset. That's why your financial advisor will review with you where you stand in protecting your income to work toward your financial goals.
Action steps and tracking your progress
Based on your priorities, the analysis we’ve completed and the work we’ve done together, we’ll break down simple advice steps that help you move forward financially.We’ll revisit your plan and track your probability of success over time to see the progress we’re making for your financial goals. Our objective is to move you closer to a number you’re comfortable with over time.
Two ways to get started on your personalized financial plan
Find a financial advisor near you
Find a financial advisor in your community and start building a relationship to get you on the right path toward your goals.Virtual Advice Team
Talk to a financial advisor, by video or over the phone, when and how it’s convenient for you.By selecting “Find a Financial Advisor” you will have the opportunity to
find and request contact with a Thrivent financial advisor near you. By
selecting “Contact the Virtual Advice Team” you will be able to schedule
a call with a financial advisor from the Virtual Advice Team.