Rooted Financial Advisors - Thrivent

We have begun the FUN project of updating our 1st floor powder room and it got me thinking...

There are many correlations from construction to financial advice, maybe that is why Thrivent has created a framework to help clients make the analogy to building your financial house. I have used it often and it seems to resonate with clients but doing some projects around my house got me thinking of how often we do a project or build something then forget about it for a while. Maintenance is crucial to long-term success both as a homeowner and for our financial goals!

I remember the first time I heard the saying, "measure twice, cut once." If you have done carpentry on any level, I am sure you have heard that same line. It's important, because should you cut a board too short, you have to start over or use the board somewhere else, taking more time to accomplish the initial goal set out.

This is similar to our approach; we take time to measure your goals for a second time. Some clients have been actively working with another advisor, some have been a DIY person, and others have a plan in their head but haven't figured out if it all will work out when needed. Wouldn't it make sense to get a second opinion before you "pull the trigger" and make that big purchase, retire or elect a pension/social security benefit that may not be reversable?? I think so, but it's not a one-time event! Those we serve best prefer and understanding on-going maintenance, remodels and staying connected will serve them best long-term!

Full disclosure, we have done a lot of the work ourselves but also have called in experts to help us finish well and complete the project! That is our team to help us bring a fresh look to our dated bathroom project and look forward to sharing the finish product photos in an upcoming post. Stay tuned!

How often do you "remodel" your financial house? Have you considered any on-going maintenance when it comes to your financial house? Any other best tips for a homeowner when working on their house with experts and their expertise?

Grief changes everything, and the to-do list doesn’t stop.

Empathy, a Thrivent member benefit, pairs you with a dedicated Care Manager to help navigate the practical and emotional realities of loss:
✅ Funeral planning
✅ Estate & account support
✅ Grief resources

Members can also share this support with loved ones, extending care when it matters most. You don’t have to carry this alone. 💛

Learn more: thrivent.com/empathy

Drivers start your engines!

These are some famous words that get anyone and everyone's blood flowing! It was my first time at a track and up close to see the speed and precision of race cars with their drivers. What an experience!

Our good friend races her Porsche along with her father. We have heard the stories for years and wanted to surprise her to see how a race weekend goes. What an experience to see the garage setup, the car itself, the laps, speed and how much goes into a successful race, it literally takes a whole team and everyone doing their job for success at the highest levels!

That reminds me so much of what we do, we develop a team that helps you see the things you cannot. Whether that be the spotters in corners warning of upcoming issues and to slow down to not get hurt, or the mechanics who ensure your "vehicle" is setup, fueled up and ready for the race you are about to embark on, or the spotters letting you know of your surroundings so you can focus on what's ahead with total focus, we do that for our clients! Teams accomplish more than an individual can by themselves. In fact, I think we see that often in the Bible, whether it's Jesus sending the disciples out in pairs or Paul comparing the church to the body of Christ, it is woven throughout life, simply put, we are not meant to live alone!

If you get the chance to go to a race, do it! Thanks Nicole and Rene for an unforgettable experience and weekend! We will definitely do it again!

At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor.

Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here.

Start your journey ➡️ thriventcareers.com/44X6aZ7

For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.

Learn more about this recognition: https://bit.ly/4cVuu2j

“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future.'” - Jeremiah 29:11

To all who served and sacrificed for our freedom, thank you.

Are you a fan of the UK Wildcats? Do you belong to the BBN??

Come join us on Saturday, June 20th from 11am-2pm at Kroger Field in Lexington for a day to celebrate our clients! We will have photo opportunities, behind the scenes experiences, food and of course a way to be generous towards our local partners!

I cannot wait to see many of you there and the sea of Blue I am sure in attendance!

Register by clicking on the link below!

https://bit.ly/4nEDEDz

PS I married a Wildcat and she will be there in her brightest UK blue!

No products will be sold. For additional disclosures please see Thrivent.com/social

We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.

Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP