We help clients become wise financial stewards
through comprehensive financial planning
and wealth management
About Our Firm
Professional Team
Fiduciary
Fee Based
What We Offer
Financial Life Planning
Clarify life goals and design customized financial plan
Identify and mitigate risks to your financial life plan
Ensure loved ones and important causes are cared for
Upon request, provide Biblically-based financial advice and counsel
Values-Based Investing
Provide vetted, evidence-based investment solutions
Align your investments to support your goals and reflect your values
Gain access to select, private market investments
Offer investment solutions based on Biblical principles
Generosity
Explore new and innovative ways to positively impact on the world
Develop a process and filters for decision-making in generosity
Tax-efficient investment strategies for creating a meaningful and lasting legacy
How The Process Works
1 | Discovery Meeting
We meet with you to clarify your life goals, family dynamics, and concerns, and then collect all relevant financial information.
2 | Personalized Analysis
Let us report back to you the specific areas in which we believe we can add value in your situation.
3 | Client Agreement
Sign our client agreement and take full advantage of our holistic wealth management experience.