Faith
We want to help you remove the financial obstacles and stress making it harder for you to live Christ-centered lives. We do this through Christian Financial Planning.
Faith
We want to help you remove the financial obstacles and stress making it harder for you to live Christ-centered lives. We do this through Christian Financial Planning.
Family
We know families with young kids are just starting, and we want to help you even if you don’t have much to invest.
Family
We know families with young kids are just starting, and we want to help you even if you don’t have much to invest.
Fiduciary
As fiduciaries, we are required by law always to give you the advice that is best for you, not just sound advice, but the best.
Fiduciary
As fiduciaries, we are required by law always to give you the advice that is best for you, not just sound advice, but the best.
For You
As a fee-only financial planning firm, we do not sell financial products and never receive a commission. Instead, we come alongside you to create, implement and manage a financial plan to reach your goals.
For You
As a fee-only financial planning firm, we do not sell financial products and never receive a commission. Instead, we come alongside you to create, implement and manage a financial plan to reach your goals.
OUR PROCESS
How We Can Help
Christian Financial Planning
Christian Financial Planning is a collaborative process that helps you reach your life goals by maximizing your financial resources using Biblical principles.
Retirement Planning
We will help you determine how much retirement income you need and how to grow a nest egg to fulfill that need.
College Planning
We will work with you to create a plan to pay for every dollar of your children’s college education.
Student Loans
Student loans are not like any other type of debt. Creating a plan specific to student loans’ legal and tax differences can save you thousands of dollars. We can help you create a strategy to maximize the benefits of your student loans.
Investment Management
We will help you create an investment policy statement that will guide your investing while coaching you to make logical decisions amid highly emotional markets.
Cashflow Management
No one likes to budget, but controlling your finances is essential to allowing you to live a meaningful life. We can help you set up a simple and automatic cash flow system that will help you be in control of your money.
Read Our Blog
What Can I Do While the Market is Down?
We know the market is down, but that’s not always bad. Amid this downturn, what should you be doing? I answer that question in today’s video. […]
What Does Fee-Only Mean?
If you’ve heard the phrase “Fee-Only” or its step-cousin “Fee-Based” and wonder what they mean or the difference, this video is for you. […]
Getting the Most out of Your 401k: Roth vs Traditional
Should you be making Roth or Traditional 401k contributions? This is a common question with substantial tax consequences. You need to make the best choice; this video will help you understand the difference. […]