We have always been committed to providing financial advice that helps people align their values and finances, and thanks to our roots with Thrivent Financial, encouraging our clients to “live generously” is core to our financial planning process.
Since becoming an independent practice our mission has been “Think Beyond Your Money.” These words not only describe the mindset we hope our clients will adopt, they are also how we strive to operate as a business.
Taking our mission to heart, we have committed to donate a portion of all financial planning fees to local non-profits.
Thinking beyond the financial component of this commitment, we are also developing partnerships with the organizations we support by volunteering as a team and providing opportunities for clients to get involved.
The organizations our Charitable Team selected to partner with this year are Invisible Wounds Project and Free Bikes 4 Kidz, and we will keep you updated on the ways you can join us in supporting the positive impact they are having in our community.
Follow along with our mission at northoaksfinancial.com/beyondourmoney
