Financial Checkup

During your free financial checkup, we’ll help you step back and look at the big picture of your financial life. Whether you’re just getting started, raising a family, or planning for retirement, or have a nonprofit, this is a chance to measure where you stand and where you’re headed.

Who Thrivent Is
Thrivent is a Fortune 500 diversified financial services organization that’s been helping individuals, families, and businesses make the most of their finances for over 100 years. As a membership-owned company, we’re committed not only to providing financial guidance but also to helping people live with purpose and generosity.

The Process: Building Your Financial House
We’ll walk you through a simple but powerful framework, building your financial house. Just like a real home, every strong financial plan starts with a foundation (cash flow, emergency fund, and protection), then moves on up to an eventual top floor of Legacy and Tax Efficiency planning.

Using modern planning tools, we’ll also run a personalized simulation to show you the percent chance of success in reaching your needs (essentials like basic living expenses, healthcare), wants (retirement lifestyle, travel, etc.), and wishes (legacy goals, giving, dream purchases). This gives you a clear picture of where you are today and what adjustments might increase your chances of long-term success.

By the end of the checkup, you’ll have a clearer path forward, no pressure, just insights.