Loading
Get My Stewardship Guideline - Thrivent Financial
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the MY STEWARDSHIP GUIDELINE - Thrivent Financial online
Filling out the MY STEWARDSHIP GUIDELINE is a crucial step in understanding and managing your financial resources effectively. This guide provides step-by-step instructions to help you complete the document smoothly as you plan for your sharing, saving, investing, and spending goals.
Follow the steps to fill out the MY STEWARDSHIP GUIDELINE.
- Press the ‘Get Form’ button to access the MY STEWARDSHIP GUIDELINE. This will allow you to open the form in a compatible editor for completion.
- Begin filling out the 'My Stewardship' section by allocating percentages for sharing, saving, and spending. Ensure that these total 100% to reflect your planned distribution of resources.
- In the 'My Sharing Goal' section, articulate your SMART sharing goal by writing specific, measurable, achievable, results-based, and timed objectives. Specify the timeframe and the resources, like time, talents, and treasures, needed to achieve this goal.
- Utilize the 'My Sharing Tracker' to record your shared resources monthly. Document what you have shared in terms of time, talents, and treasures, allowing you to reflect on your stewardship journey.
- For 'My Saving Goal,' detail your short-term saving target using the SMART criteria. Clearly specify how long it will take to achieve this goal and the monetary amount necessary.
- Employ the 'My Saving Tracker' to monitor your savings effectively. Log the date and the amount saved to keep track of your progress.
- In the 'My Investing Goal' section, outline your long-term investment objectives, ensuring they follow the SMART framework as well.
- Record your investments in the 'My Investing Tracker' to maintain an accurate account of your financial commitment over time.
- Complete the 'My Spending Wishlist' by listing items you wish to acquire and prioritizing them according to your needs and wants using the Gotta-Have-It Gauge.
- Fill out the 'My Spending Tracker' by recording transactions in detail. Include dates, descriptions, and amounts spent to better understand your spending habits.
- Finally, maintain your 'My Money Diary' weekly. Compile your income and expenses to evaluate your overall financial health and adjust your stewardship plan as necessary.
- Once you have completed all sections, save your changes, download the document for your records, print a copy if needed, or share it as required.
Begin your journey in digital document management by completing the MY STEWARDSHIP GUIDELINE online today!
To be eligible to direct Choice Dollars as part of Thrivent Choice®, you must be a client with benefit membership. * Individual eligibility is also based on at least one of the following: Having $750 or more in annual billed premiums of qualifying life and health insurance products.