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FINANCIAL GOALS GUIDE

The Base Builder

Here are some ideas that may help you create a stable partnership and a secure place to build lasting memories.

You may relate if you're...
getting married | moving in with a partner | buying a home | combining finances with your loved one | building a house

Consider

Combine finances and accounts

Consider

Discuss debt and create a joint budget

Consider

Determine what kind of home you can afford

Talking with your household

Financial choices can impact everyone. Start a conversation with the other financial decision makers in your household using these questions:

  1. QUESTION 1

    How do we align our financial goals?

  2. QUESTION 2

    What are our big expenses in the next five years?

  3. QUESTION 3

    What kind of downpayment can we afford?

  4. QUESTION 4

    What home location fits our needs best?

Consulting with a financial advisor

A financial advisor can help with supporting your wealth and achieving your goals. Here are some key questions to ask them:

  1. QUESTION 1

    How could we adjust our investment strategy as a couple?

  2. QUESTION 2

    Should we merge our investment accounts?

  3. QUESTION 3

    How could a mortgage fit with our other short-term financial goals?

  4. QUESTION 4

    How could buying a home affect our overall financial plan?

Consider

Combine finances and accounts

Consider

Discuss debt and create a joint budget

Consider

Determine what kind of home you can afford

Talking with your household

Financial choices can impact everyone. Start a conversation with the other financial decision makers in your household using these questions:

  1. QUESTION 1

    How do we align our financial goals?

  2. QUESTION 2

    What are our big expenses in the next five years?

  3. QUESTION 3

    What kind of downpayment can we afford?

  4. QUESTION 4

    What home location fits our needs best?

Consulting with a financial advisor

A financial advisor can help with supporting your wealth and achieving your goals. Here are some key questions to ask them:

  1. QUESTION 1

    How could we adjust our investment strategy as a couple?

  2. QUESTION 2

    Should we merge our investment accounts?

  3. QUESTION 3

    How could a mortgage fit with our other short-term financial goals?

  4. QUESTION 4

    How could buying a home affect our overall financial plan?

Two ways to schedule your free consultation

A local financial advisor near you

Find a financial advisor in your community and start building a relationship to get you on the right path toward your goals.

Find a financial advisor
Find a financial advisor

Virtual Advice Team

Talk to a financial advisor, online or over the phone, when and how it's convenient for you.

Contact the Virtual Advice Team
Contact the Virtual Advice Team

By selecting “Find a financial advisor” you will have the opportunity to find and request contact with a Thrivent financial advisor near you. By selecting “Contact the Virtual Advice Team” you will be able to schedule a call with a financial advisor from the Virtual Advice Team.