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Holistic Planning in Houston, TX

Why Choose Awaken Wealth Partners for Your Holistic Financial Planning?

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Everyone has a story, a dream, a purpose in life; but rare is the person who has all of that planned out. Life planning is foundational to reaching your life goals.

When you meet with our team, we are there to listen to your goals, your fears, and your dreams so we can be your best advocates to help in planning the future you desire.

You will receive a plan from us with action steps that will help you reach your financial goals. Then, every quarter we will meet with you to see how well you are meeting your goals, making recommendations and changes to keep you on track.

One of our most common questions we receive is, “Why do I need to meet with you every quarter?” The answer is simple, because life doesn’t stay the same.

Life requires a plan that can grow with you every step of the way.

Plan the Life
You Want to Live

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HOUSTON | 281-807-2626

KINGWOOD | 281-358-0134

IMPORTANT CONSUMER INFORMATION

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Disclosures:
Awaken Wealth Partners is a part of Thrivent Advisor Network, LLC (“Thrivent”), a Registered Investment Adviser (“RIA”), located in the State of Minnesota. Thrivent provides investment advisory and related services for clients nationally. Thrivent will maintain all applicable registration and licenses as required by the various states in which Thrivent conducts business, as applicable. Thrivent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Advisory Persons of Thrivent provide advisory services under a practice name or “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. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

DISCLOSURES

THRIVENT PRIVACY & SECURITY POLICY

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Check the background of our representatives on FINRA’s BrokerCheck.

PLEASE NOTE

Jonathan Hoyme is licensed to do business in CA, DC, FL, GA, MI, MN, MO, SC, SD, TX, WA, and WI. CA Life/Health Insurance License ID 4027791, CA Securities Insurance ID 28076372, CA Variable Annuity Insurance ID 4027791, CA Variable Universal Life Insurance ID 4027791.

Matt Miller is licensed to do business in FL, TX, and WA.

Blair Greenwood is licensed to do business in TX.

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