How We Can Help
We’ll help you spend less time worrying about your finances and more time living a meaningful life. Schedule a session with Michael today.
Comprehensive
Planning
Family Life Financial Planning offers a personalized and comprehensive 5-step financial journey tailored to align your finances with your life’s mission, followed by an annual service calendar for continued guidance and growth. Our service ensures your financial stability and personal values flourish together, nurturing your family’s future and honoring your beliefs.
Investment
Management
At Family Life Financial Planning, our investment management approach is centered around crafting low-cost, efficient ETF portfolios tailored to reflect your financial goals and values. Partnering with Strive Asset Management, we utilize their expertise to build a diversified investment strategy that maximizes returns while aligning with your stewardship and life mission. Our commitment is to provide you with a transparent, value-driven investment experience, empowering you to invest with confidence and purpose as you build your family’s legacy.
Project Based
Planning
Project-based planning is the perfect solution for addressing 1-2 immediate financial concerns without a long-term commitment. Starting as low as $295, our services are tailored to the complexity of your situation, ensuring you receive expert, value-driven advice that speaks directly to your needs. This focused approach allows you to gain clarity, make informed decisions, and move forward confidently while aligning with your values and financial goals.
Tax Planning and Preparation
Family Life Financial Tax Services offers a dedicated tax preparation service designed to bring peace and order to your financial life. Our expertise ensures that your taxes are handled efficiently and accurately, reflecting a deep understanding of your unique situation and the latest tax laws. Starting with thorough planning and meticulous preparation, we strive to optimize your tax position while aligning with your family’s values and financial objectives. Trust us to navigate the complexities of your tax needs, freeing you to focus on what matters most: your family’s well-being and future.