Basic Information
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Company
Thrivent -
Mobile phone
218-289-7057 -
Email
melissa.carlson2@thrivent.com -
What is your "why"? Why do you do what you do?
I started my financial advising practice to help people achieve their goals and feel empowered in their financial plan. Everyone's situation is unique, and that's why it's important to have a personalized roadmap to success. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
What are your main financial goals or concerns right now?
What is your current understanding of financial planning and investing?
Are you looking for someone to help you with short-term financial decisions or long-term strategy? -
Unique Selling Proposition
I don't just help grow your money in an investment account - I help you plan to spend it on what matters to you! I specialize in creating tax-efficient retirement plans for my clients and personalized roadmaps to achieve their goals. -
About me
I grew up on a farm in rural Minnesota where I learned that a strong work ethic and grit can make anything happen. Growing up in a small town (population 400!) I hold family and community very dear, and love being involved in my church community and volunteering with the Amercian Legion Auxiliary. I left small town life behind to get my BSBA in Business Management from the University of Denver in Denver, Colorado. Upon graduation I moved to the Twin Cities, working in human resources until I started my financial advising practice! It has been a blessing to work with clients from all walks of life and being a part of their journeys. -
Profession
Financial Planning -
Title
Financial Advisor -
Hobbies and interest
When I'm not working you can find me reading, baking sourdough, watching the MN Twins, or hunting with my husband and our golden retriever. -
Website
https://connect.thrivent.com/melissa-carlson2
Contact Information
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City / Town
Forest Lake -
State
MN -
Zip
55025 -
Country
United States -
Facebook Business Page URL
https://www.facebook.com/melissa.carlson.thrivent -
LinkedIn Profile
https://www.linkedin.com/in/melissacarlsonthrivent/
Education
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College / University
University of Denver