Personalized Financial Advice and Planning
The more I work with women, the more I realize how difficult it can be for them to have a conversation about their finances and their financial future. This is why I take a personalized approach, beginning with a conversation about you, your life, and what matters most to you. My aim is to build a relationship of trust with you, based on open communication, so that, together, we may create a customized plan that provides you with financial clarity.
Together, we will develop a strategy that helps provide you with the security and confidence to:
Strengthen your financial position
Secure your financial future
Protect your family
Prepare for retirement
Explore tax-efficient ways to manage your money
Discover charitable and legacy strategies that fit your desires and wishes
Analyze your financial situation before, during, and after divorce
Ready to have a free consultation? Click here or use the contact information above to reach out to me.
LGTBQ+ Allied
As a certified Affirming Advisor, I welcome and support all people on the rainbow of diversity. This photo is from a recent national conference of the Queer Christian Fellowship, where I delighted in meeting many LGBTQ+ siblings.
Financial Clarity
I am passionate about providing you with clear, relevant information that will help you to develop a financial plan that reflects your priorities and empowers you to move forward with confidence. I have a special passion and facility for working with women, whose relationships with money are often unique and require a particular expertise.
If you have recently gone through or are currently going through a divorce, the financial implications may be daunting or confusing. As a Certified Divorce Financial Analyst, I can provide holistic, expert advice to help you protect your financial interests.
For all these concerns, and more, I have access to unique tools that can help you bring your financial picture into focus. I am also able to utilize the broad expertise and experience of additional Thrivent partner financial advisors nationwide.
Ready to get started?
You can click the "Book an Appointment" button, above, to set up a phone call or meeting time either in person or via Zoom.
Education and Accomplishments
Certified Divorce Financial Analyst, CDFA®
Behavioral Financial Advisor, BFA™
Certified Affirming Advisor by the Financial Psychology Institute®
FINRA Series 7, 6, 65, 63
State Life and Health Insurance Licenses
Bachelor of Arts American Sign Language/English Interpreting
Meet My Team
Peggy Bennett
Peggy supports our office with documentation, forms, applications and much more. She has a wealth of knowledge and experience gained from working fifteen years at Thrivent Corporate and several years in the field.
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Office Professional
Dan Thompson-Aue
Dan served as a United Methodist pastor for over forty years, and is now retired and working in media, marketing, and general support for Laura. When tasks are done Dan volunteers in local churches, retirement facilities, and senior centers leading therapeutic group singing and music making.
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Office Professional
Bedrock Financial Group
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Team Practice
- Website
- https://connect.thrivent.com/bedrock-financial-group