Financial Planning

Getting you to where you want to be

Life is full of choices – how we spend our time, how we manage our resources, and what goals and activities we choose to pursue. The decisions we make reflect our values and priorities and have a ripple effect in other areas of our life. Experience has taught us that today’s decisions have lifetime implications. We believe the longer range your perspective, the better your decision-making, and in life, there are no independent decisions. Our objective is to ensure that your decisions accurately reflect your values and help you achieve your financial goals.

When you have questions about when to sell a home, how much money is safe to withdraw from your accounts, or how to pay for a college education, we welcome these conversations as important ways to serve you. We will never try to sell you an additional product to make a commission, and we will recommend you to other professionals we trust, when it is helpful.

Get in touch to start a conversation.

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Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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