Forge ahead with a financial advisor
A Thrivent financial advisor can be a coach, an educator and a trusted ear—someone working in your best interest to help you pursue lifelong goals and make the most of all you’ve been given.
We build relationships based on transparency and trust. We’ll put you in touch with an advisor in your area. Then you can meet, talk, strategize and put plans into action. It’s a great way to gain clarity and confidence about your financial future.
Frequently asked questions
Learn more about choosing—and working with—a Thrivent financial advisor.
When should I meet with a financial advisor?
It always helps to have financial education, knowledge and expertise on your side. But you may consider it especially useful to meet with a financial advisor if:
- You have just experienced—or are about to experience—a major life event (such as marriage, the arrival of a child, or a job change), and you want to know how that may affect your finances.
- You’ve been procrastinating about achieving your financial goals but want to keep them on track.
- You already have a financial strategy in place, but you want to identify blind spots, make improvements or ensure that it's working.
- You feel stressed or overwhelmed by money or financial issues—like market volatility—and could use a confidence boost.
- You find money management a bit daunting and would appreciate some guidance from a professional.
What type of financial advisor do I need?
By understanding your values, goals and needs, a financial advisor can determine what solution may work best for you—whether that's insurance, investments or a financial plan. Most financial institutions work with specialized professionals that hold specific titles—like Certified Financial Planner® (CFP®), Certified Kingdom Advisor® (CKA®) and Certified Divorce Financial Analyst® (CDFA®). Thrivent supports or recognizes 41 different professional designations.
How much does it cost to work with a financial advisor?
That depends on a variety of factors, including:
- The scope and level of service you request.
- Your specific product(s) or account type(s).
- The complexity of your financial situation.
- Your financial advisor’s credentials and level of experience.
What can I expect when I meet with a financial advisor?
Financial advisors all approach appointments a bit differently based on their work style, processes and experience. But you can expect them to:
- Ask about your family, your worries, and what’s most important to you right now.
- Understand your financial objectives and concerns as you 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 an action plan for your desired strategies.
- Review progress made since previous meetings.
How should I prepare for my meeting with a financial advisor?
If this is your first time meeting with a financial advisor, these two steps can help you prepare:
- Organize your financial documents. Help your financial advisor get a detailed view of your full financial picture. By bringing along documents like debt statements, tax returns and your household budget, you remove the need for guesswork and make the meeting more efficient.
- Write down questions and goals. If you plan to discuss your retirement savings—or want to ask about your financial advisor's credentials—creating and bringing along a prioritized list can help ensure you won't leave anything out.
How Thrivent stands out
As a membership-owned organization, we answer to our clients instead of shareholders. So you can feel confident that the advice we provide will reflect what matters most to you.
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Everyone deserves a financial plan
Whether you want to diversify your investments, save for retirement or protect your family’s well-being, a Thrivent financial advisor can help. Your advisor starts with where—and who—you are, taking note of your current finances, future plans and core values. From there, you work together to develop long-term strategies and take tangible steps toward your goals.
Use the locator below to find a Thrivent financial advisor near you.
Use the locator below to find a Thrivent financial advisor near you.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
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