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Working with a financial advisor
Get 1-on-1 financial advice and support from a Thrivent financial advisor.
- Objective guidance
- A clear blueprint to work toward your goals
- Ongoing progress check-ins
- Work with a financial advisor to understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.
- Your financial advisor will strategize concepts and topics based on your unique situation. Assembling your current financial picture helps develop your financial plan.
- Your financial advisor can share investment ideas that align with your goals and support your implementation of them. They provide insights to show where you currently stand financially.
- Your financial advisor will continue to adapt to life changes and celebrate progress. As life happens and circumstances evolve, they’ll review changes that may impact you.
A collaborative planning process
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.
Values and goals
Helps you focus on your most important financial goals.Financial foundation
Helps you understand your cash flow and how much money you can apply toward goals.Action steps
Recommended by your financial advisor after analyzing your situation and goals, helps you know the next steps to take.Track progress
Helps when you revisit your plan with your financial advisor and to track progress over time.How we can help
You and your financial advisor will review your financial situation and identify strategies tailored to help you reach your financial goals.Goal review
Prioritize your goals to build into your financial plan.
Risk management
Strategies to help manage exposure to uncertainty and risk.
Investment planning
Effective growth strategies tailored for you.
Income tax planning
Tax-efficient financial strategies.
Retirement planning
Accumulation and distribution strategies for retirement income.
Legacy planning
Ensure your assets are distributed according to your wishes.1
Two ways to schedule your free consultation
A local 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.Find financial advisors
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.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
1. Some services may not be offered through Thrivent or its financial advisors.
By selecting “Contact the Virtual Advice Team” you will be able to schedule a call with a financial advisor from the Virtual Advice Team.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
1. Some services may not be offered through Thrivent or its financial advisors.