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Faith, Family, then Finances

Faith, Family, then Finances.

Raising kids is stressful, money shouldn’t be.

Our Services
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Faith

We want to help you remove the financial obstacles/stress making it harder for you to live a ministry driven life.

Faith

We want to help you remove the financial obstacles/stress making it harder for you to live a ministry driven life.

Family

We know families with young kids are just starting out, and we want to help you even if you don’t have a lot to invest.

Family

We know families with young kids are just starting out, and we want to help you even if you don’t have a lot to invest.

Fiduciary

As a fiductiary we are required by law to allways give you the advice that is best for you. Not just good advice, but the best.

Fiduciary

As a fiductiary we are required by law to allways give you the advice that is best for you. Not just good advice, but the best.

For You

As a fee-only finanical planning firm, we do not sell financial products and never receive commission. We instead create, manage and impliment a financial plan alongside you.

For You

As a fee-only finanical planning firm, we do not sell financial products and never receive commission. We instead create, manage and impliment a financial plan alongside you.

Spend more time with your family and doing ministry.

Spend more time with your family and doing ministry.

We’ll help you spend less time worrying about your finances and more time living a meaningfull life. Schedule a session with Michael today.

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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 cashflow and 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.

Learn From Our Experts

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How We Can Help

Financial Planning

Financial Planning is a collaborative process that helps you reach your life goals by maximizing your financial resources.

Retirement Planning

We will help you determine how much retirement income you need and how to grow a nestegg to fulfill that need.

College Planning

We will work with you to create a plan to pay for every dollar of your childrens college eductation.

Student Loans

Student loans are not like any other type of debt. Creating a plan that is specific to the legal and tax differences of student loans can save you thousands of dollars. We can help you create a plan that will maximize the benefits that come with 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 in the midst of highly emotional markets.

Cashflow Management

No one likes to budget, but controling your finances is essencial to allowing you to live a meaningful life. We can help you set up a simple and automatic cashflow system that will help you be in control of your money.

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