You’ve Got Questions, We’ve Got Answers. Enough Said.
Of course, we’re always ready to answer any other questions that arise. Reach out to us!
why should I engage in wealth coaching?
The complexities of today’s business and financial world force us all to evaluate what matters and to ask where our precious resources (time and money) should be spent. People choose to invest in wealth coaching to remain confident in their money journey while taking back precious time. Knowing you have a strong partner to walk beside you and guide you makes all the difference.
Can I engage in Evexia’s investment management without wealth coaching?
Absolutely! While our wealth coaching and investment management go together like peanut butter and jelly, some people may just want access to our investment management. More details here.
What is different about the evexia client journey?
A lot of companies have great processes, but what makes our process unique is that it is a journey. We surround you with talented people so you don’t have to walk alone. Every great journey has a guide and a map and a quarter to call home. That’s what we bring to the table. We take a look at what money has meant to you, what it means to you now, and what money can be transformed into in your life. Check out the Evexia Client Journey.
Are you able to work with people that live outside of central Wisconsin?
Absolutely! Thanks to technology, we partner with clients across many different cities and states. We love to meet with clients at our physical office in beautiful Central Wisconsin and we leverage the latest and greatest technology to provide a seamless out-of-office experience for clients who live at a distance.
Is Evexia Part of Thrivent financial?
Evexia is part of the Thrivent Advisor Network (“TAN”), a legal entity separate from Thrivent Financial. What does this mean? Evexia is still affiliated with Thrivent, but operates independently because we are our own entity making our own decisions about hiring, planning, investment, and growth strategies. Evexia is proud to provide access to Thrivent Financial insurance products as well as other company’s insurance products. In addition, we have the ability to invest in any mutual fund, ETF, individual stock, or bond that we choose. Click here for more information about the Thrivent Advisor Network and Thrivent Financial.
Can I find the same services and planning at other thrivent ADVISOR NETWORK practices?
The way we plan, our investment philosophy and portfolio, our team, and our proprietary tools and methods are all uniquely Evexia and we believe cannot be found at any other Thrivent Advisor Network practice in the country.