Home2023-07-10T12:02:24-04:00

Faith, Family, then Finances

Faith, Family, then Finances.

Raising kids is stressful, money shouldn’t be.

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. Christian financial planning helps you determine the values you want to live, set goals for your life, and create a workable plan to live those values.

Faith

We want to help you remove the financial obstacles and stress making it harder for you to live Christ-centered lives. Christian financial planning helps you determine the values you want to live, set goals for your life, and create a workable plan to live those values.

Family

Financial decisions will impact your family more than most decisions you make.  You deserve professional assistance no matter how much wealth you have. Our services are built around giving you the help you need today.

Family

Financial decisions will impact your family more than most decisions you make.  You deserve professional assistance no matter how much wealth you have. Our services are built around giving you the help you need today.

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. Some advisors are never fiduciary.  Others are sometimes a fiduciary.  At Family Life Financial Planning, we are always fiduciary.

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. Some advisors are never fiduciary.  Others are sometimes a fiduciary.  At Family Life Financial Planning, we are always fiduciary.

Fee-Only

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.  At Family Life Financial Planning, you get a plan and a process, not a product.  

Fee-Only

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.  At Family Life Financial Planning, you get a plan and a process, not a product.  

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.  Schedule a session with Michael today.

OUR PROCESS

1.

Get To Know Each Other

Our initial meeting is a no-cost, approximately 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 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.

We Also Offer One-Time Services Without an Ongoing Relationship and Stand-Alone Investment Management Services.

How We Can Help

Biblically Based Financial Planning

Biblically Bades 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.

Tax Planning and Preparation

Like many places, we help prepare our client’s taxes in the spring, but we also offer year-round tax planning to help you lower your tax bill next April.

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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