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Personalized Financial Analysis
We will seek to become your trusted advisor through effective listening. Your current financial position and future goals and priorities will drive how your financial plan takes shape. We take the time to ask the right questions that will lead to a stewardship plan that makes sense and brings contentment to your life.
Asset Allocation Assistance
Your risk tolerance is a key to customizing an investment plan for your family. We will take the time to discuss your feelings about risks and rewards. This typically results in a plan allowing you to sleep at night.
Wealth Building Concepts
Whether your goals include college for loved ones, retirement funding, extensive travelling plans or philanthropy, we will help you clarify both the goal and the path to achieving that goal on an appropriate timetable.
We will guide you in determining retirement needs (“your number”) and the building of a plan to accumulate those funds. Biblical consultation in the use of those resources during your retirement years is also a critical part of any solid contentment plan.
Estate and Legacy Planning
Who will your estate bless upon your relocation to Heaven…your spouse, children, grandchildren, the IRS and/or Kingdom work? We can assist you in maximizing your legacy impact to those you wish while minimizing or eliminating “contributions” to the IRS. Of critical importance is answering the question “are those chosen to receive a blessing prepared to do so?”
Comprehensive Financial Planning
Pulling it all together is the most effective way to achieve a financial plan with Biblical stewardship and contentment. We seek to become your trusted advisor at this level and help you develop maximum confidence in implementing a plan with which you can have joy in the living.
Generous Living Concepts
Just how much is enough? As you progress towards financial freedom we will assist you in determining the answer. This will allow you to experience joy in generous living as you exercise stewardship over God’s provision and blessings.