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A Process for Gaining Financial Confidence & Leaving a Lasting Impact My process starts with listening. I listen to the needs of my clients to understand their goals and objectives. By clearly understanding your financial situation and developing strategic plans, we can help you gain confidence about your financial future and help ensure your finances support your well-being, your loved ones, and the causes you care about most, now, in retirement, and beyond. Having witnessed firsthand the challenges many people face with financial planning, I’ve at times lived with a scarcity mindset, believing there wasn't enough to go around. This perspective caused me worry, fear, and uncertainty. However, through my financial journey, I've discovered a better way to approach finances, one that emphasizes confidence and impact. Now, I guide clients from worry to confidence by helping them: View money as a tool, not a goal Access tailored financial advice Gain clarity Embrace generosity Build a legacy Why Thrivent? When it comes to financial services providers, there are plenty of choices. I chose Thrivent because their mission aligns with my values. They believe in empowering lives of service and faith, and that humanity thrives when people make the most of their gifts. This resonates deeply with my commitment to empowering others to achieve financial confidence and impact.