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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
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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.
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.
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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.

Schedule your free consultation

Get the financial guidance you're looking for by talking with a financial advisor.

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