About Us2024-05-13T09:45:37-04:00

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.

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.

Our process will help you create achievable financial goals that will help you live your values.  You’ll have access to state-of-the-art financial software to help you see what your financial future can look like.  We can even illustrate different scenarios, like how buying a new house or taking an annual vacation will affect your long-term goals.

We partner with Schwab to help give access to low-cost, quality investments.  We use RightCapital to illustrate your financial future.  Liscio.me helps you create permanent online storage for all your important documents.

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.

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