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Home2023-01-19T16:16:42-05:00

Faith, Family, then Finances

Faith, Family, then Finances.

Raising kids is stressful, money shouldn’t be.

Our Services
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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.

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.

Spend more time with your family.

Spend more time with your family.

We’ll help you spend less time worrying about your finances and more time living a meaningful life. Instead, schedule a session with Michael today.

Schedule a Consultation

OUR PROCESS

1.

Get To Know Each Other

Our initial meeting is a no cost, approxamitly 30 minute meeting where we will get to know a little about each other. We will discuss your current concerns and goals along with the services we can offer.

2.

Initial Plan

We’ll meet up to 4 times with the goal of creating a 1-page document that becomes the compass for your financial future.

  • Values
  • Goals
  • Outline Action Steps

3.

Year One

We’ll focus on behavior and cash flow, measure our monthly benchmarks, follow the plan to reach your goals, and have 30-minute monthly planning sessions.

4.

As Time Goes On

We’ll shift our focus to long term planning and goals:

  • College Planning
  • Retirement
  • Tax Reduction
  • Estate Planning
  • Etc.

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.

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Read Our Blog

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. […]

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