As a fully integrated team, Perspective Planning Partners serves clients collectively. This allows us to maintain a high-level service experience, while providing expertise and continuity to our growing practice.
With over 100 years of combined experience, our team has worked in collaboration and jointly with clients for more than a decade before formally becoming Perspective Planning Partners in 2018. The team draws not only on its many years as advisors at Thrivent, but also work at other investment firms, as well as drawing from valuable work experiences prior to a career in the financial services industry.
Perspective Planning Partners is an independent practice of Thrivent Financial. Our clients benefit from working with an independent advisor, while maintaining the valuable relationship with Thrivent’s strong and stable history as a leader in the financial services industry. Consistent with Thrivent’s mission of helping people be wise with money, our Christian values, mission, and focus on generosity guide our purpose and unique position in the financial services industry.
Our team brings a unique perspective in the comprehensive coordination of all facets of financial planning. Our team structure gives us the ability to serve you with expertise in the various individual aspects of financial planning while applying an individualized over-arching strategy.
Are you looking for a planning partner to provide comprehensive advice, guidance, service, and simplification of your financial life? Contact us for a complementary introductory meeting!
We excel at seeing all of the relevant data and how it fits together. We bring the comprehensive financial planning view. We see the details and distill them into a simplified plan that you can understand and execute.
Planning increases the likelihood that you’ll experience a smoother, more efficient path toward your goals.
We partner with you to help coordinate all of your financial planning. This requires teamwork within our firm and with other financial and legal professionals.