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 check-up.

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 again?
• 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 check-up at least once a year.

Make adjustments or stay the course?

A financial check-up gives you and your financial professional the opportunity to look at 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 check-up can help you breathe easier knowing that you’re doing all you can to stay financially healthy.

Get a free financial checkup or second opinion.

Schedule a free financial checkup 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.

Contact:
Phil Kapp, FIC at Marianne Corners
914-226-6505 or 1-888-483-3045
Philip.Kapp@Thrivent.com