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About Us

About Us2022-11-23T16:56:18-05:00

Christian Financial Planners

Helping You Live Your Values

Yes, I am a financial planner, but first, I am a husband and father of four. I understand how hard it is to juggle your faith, family, and finances. We want to help you use your finances to live a life dedicated to your faith and your family.

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Christian Financial Planner

OUR VALUES

Faith

Living your faith may mean finding a paid ministry position, giving more, or finding more time to volunteer. Whatever it means to you, we want to help you create a plan to remove the financial roadblocks to your calling.

Family

Raising a family is stressful, but money shouldn’t be. We want to help you be more present in your family’s life and spend less time worrying about money.

Christian Financial Planner
Christian Financial Planner

Finance

We want to help you remove the financial barriers preventing you from living a life that focuses on your faith and your family.

We use Right Capital financial planning software to help you better visualize your finances.  We also partner with TD Ameritrade, allowing our clients access to low-cost investments.  We are XYPN and NAPFA members.

Fee Only

Fee-Only advisors work for you, not big insurance companies and investment firms. We never make commissions and always disclose our fees in full. But, most importantly, we are always fiduciaries.

Schedule a Free Consultation

Our initial consultation is completely free and only takes 30 minutes.

You will have the opportunity to discuss your current worries and concerns. Then we will help you understand how we can help.

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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