Set. Ready. Go.^TM

The Advent Partners Financial Planning Process

Say goodbye to the complexity and confusion that comes with most financial planning processes. Our Set.Ready.Go.™ process is designed to give you something much better.

Simplicity

Our process is designed to be hassle-free. We do all the heavy lifting for you.

Literacy

With our education-first approach, you’ll clearly understand your finances.

Peace of Mind

Sleep well at night knowing we’re looking out for every risk and opportunity for you.

How Our Process Works

SET

We set the stage for a true partnership. This means getting to know you, your vision, your values, and your current financial picture.

READY

We build a comprehensive financial plan designed to keep you ready for all of life’s what-ifs—and ready to make a difference in your world.

GO

Depending on which Advent Partners solution you choose, we’ll manage your plan and investments for you or make sure you have the tools to execute your plan to its greatest power.

What to Expect

Complimentary introductory meeting
2-3 discovery sessions
118-Point Financial Readiness Checkup^TM

What to Expect

2-3 strategy sessions
Comprehensive financial plan
Education-first approach to guide you through your options

What to Expect

Ongoing check-in sessions
Out-of-office advocacy with your other advisors
More philanthropic power through programs like Thrivent Choice Dollars

SET

We set the stage for a true partnership. This means getting to know you, your vision, your values, and your current financial picture.

What to Expect

Complimentary introductory meeting
2-3 discovery sessions
118-Point Financial Readiness Checkup^TM

READY

We build a comprehensive financial plan designed to keep you ready for all of life’s what-ifs—and ready to make a difference in your world.

What to Expect

2-3 strategy sessions
Comprehensive financial plan
Education-first approach to guide you through your options

GO

Depending on which Advent Partners solution you choose, we’ll manage your plan and investments for you or make sure you have the tools to execute your plan to its greatest power.

What to Expect

Ongoing check-in sessions
Out-of-office advocacy with your other advisors
More philanthropic power through programs like Thrivent Choice Dollars

The process and deliverables can vary based on which Advent Partners solution you choose. Please explore our solutions to learn more and contact us for complete details.

Set. Ready. Go.TM

The Advent Partners Financial Planning Process

How Our Process Works

SET

READY

GO

SET

READY

GO

Set. Ready. Go.^TM