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Contact Us   •   Client Login

schedule a meeting

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.

See All The Ways We’re Different >

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 CheckupTM

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 CheckupTM

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.

Schedule a Meeting to Get Started >

118-Point Financial Readiness Checkup

To make sure you’re protected, we use our exclusive 118-Point Financial Readiness Checkup to evaluate your financial security around more than 100 factors—including many that others tend to overlook—in 8 categories.

What It Covers:

  • Investment Management
  • Retirement Planning
  • Education Planning
  • Risk Management
  • Estate Planning
  • Tax Planning
  • Planning for Business Owners
  • Charitable Planning

Out of Office Advocacy

As your dedicated partner, we’ll proactively schedule meetings with your attorney, CPA and other professional service providers to make sure that you have one, united team working from the same financial playbook.

Explore Our Services >
CONTACT
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Phone: 866-334-5451

Fax: 717-334-8680 

Gettysburg Office
1400 Proline Place, Suite 100
Gettysburg, PA 17325

Camp Hill Office
214 Senate Avenue, Suite 100
Camp Hill, PA 17011

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Broker Check

Download the Form CRS Relationship Summary

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Advent Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Advent Partners are not affiliated companies. DISCLOSURES

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