Financial Guidance Based on Your Goals and Values

Financial planning is about more than numbers to me – it’s about helping you make informed decisions with clarity, confidence, and purpose. If I am working with individuals, or families I take time to understand your goals, values, and vision for the future so we can create strategies that support what matters most to you and your family.


My approach begins with listening. Through meaningful conversations and personalized guidance, I help you navigate important financial decisions, prepare for life’s transitions, and build a plan designed to grow with you through every season of life.

My Philosophy

I believe everyone deserves a comfortable safe space to have open and honest conversations about their financial goals and questions. No two people are the same, so creating a custom interaction with each client keeps my job fun and exciting! Helping people understand and navigate the journey ahead of them, no matter if they are at the beginning, middle, or end is at the core of what I do with my clients.


Backed by nearly two decades of nonprofit leadership experience, I offer a values-centered perspective grounded in strategic planning, risk awareness, and long-term stewardship to help clients make informed, purpose-driven decisions. My goal is to bring clarity to complex decisions while ensuring each client’s financial plan is aligned with what matters most to them.


Involvement in my Community

I am proud to live in and serve the Oshkosh and Fox Valley Area. I am currently a board member of the Oshkosh Rotary Club, an adult leader for my daughters Scouting America Troop, and parent representative for the Oshkosh West Girls Swim Team on the Oshkosh West Booster Club. My family and I are members of St. Jude the Apostle Parish in Oshkosh, and we enjoy spending time together and long weekends up north in Pembine, WI.

Navigating Life’s Journey

Young Families

  • I enjoy helping families make wise financial decisions including, but not limited to, thoughtful planning around income protection, debt management, and children’s education.
  • When guiding young families, together we focus on protecting today while building a strong tomorrow, that could include topics such as protection solutions, retirement strategies, and optimizing current or former employer plans.


Retirement

  • Retirement has a unique meaning for everyone. No matter what your retirement outlook may be, I’m here to help you put a thoughtful plan in place to make those goals achievable.
  • Preparing for a meaningful retirement means talking about savings strategies and financial resources that can help secure a stable retirement in line with your goals.
  • We focus on ensuring pre-retirees feel confident as they prepare to transition towards retirement by reviewing income plans, tax implications, and effectively managing risks.


Golden Years

  • Helping you clarify and organize your legacy intentions so your wishes are understood and your plan stays current.
  • Preparing for health events and care needs with strategies to help protect your income and assets.
  • Including family members in the next steps to know what to do when life changes.

Let's Connect

Navigating your financial journey and moving forward with confidence doesn’t have to be hard. To book an introductory appointment, you have the option of either in person or through a secure virtual meeting. Contact me via phone or text at (920) 215-8808 or email me at joshua.anderson@thrivent.com. You may also click on the Book an Appointment button at the top of the page.


I also love hosting fun events and educational workshops, consider joining me at one of my upcoming events! Check out the Events section to see what's coming up. I am excited to meet you!