Get a Financial Checkup

...and breathe a sigh of relief

We schedule time for annual checkups for our health and cars, but what about finances? When was the last time you met with your financial professional? If you haven’t reviewed your financial strategy recently, it’s time for a checkup.

Even minor changes can affect your financial health.

Changes in your life, the economy and markets can affect your goals and the path you take to reach them. Think about the past year, did you:

• Have a change in job status or income?

• Get married or become single?

• Have a baby, adopt or become a grandparent?

• Send a child to college or adjust your life to assist an aging parent?

• Buy or sell your home?

• See big swings in your investments that may call for reallocation?

These and other events can affect your financial health and how you prepare for the future. That’s why it’s important to have a financial checkup at least once a year.

Make adjustments or stay the course?

A financial checkup gives you and your financial professional the opportunity to examine where you are now, where you want to go, and how you can get there. The results may show that you’re still on track with your goals—and that’s great!

If you find some adjustments are needed, you can discuss options and next steps. Either way, a financial checkup can help you breathe easier knowing you’re focused on staying financially healthy.

Get a free financial check up or second opinion

Schedule a free financial check up today. In about an hour, a local Thrivent Financial representative can review your current financial strategy. If you’re working with another organization, you can get a free second opinion to help you decide to stay the course or consider a new direction.

For more than 100 years, Thrivent Financial has been helping members be wise with money and live generously. Your Thrivent Financial representative can help you do the same. Find out more at Thrivent.com.

About Thrivent Financial

Thrivent Financial is a financial services organization that helps Christians be wise with money and live generously. As a membership organization, it offers its nearly 2.4 million member-owners a broad range of products, services and guidance from financial representatives nationwide. For more than a century it has helped members make wise money choices that reflect their values while providing them opportunities to demonstrate their generosity where they live, work and worship. For more information, visit Thrivent.com/why. You can also find us on Facebook and Twitter.

This article was prepared by Thrivent Financial for use by Edmonds representative Merrillee Bradshaw. She has offices at 15117 Main St. Ste. 206 in Mill Creek and can also be reached at 206.949.2204.

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