As a wealth management firm, we offer services across various financial disciplines helping individuals, families, business owners and churches find the most appropriate path to reach their financial goals.
From investment management, personal and business financial planning, tax and estate planning, and retirement income planning, we have expertise to meet all of your financial needs.
We take into account the client’s entire financial picture as we seek to align our clients’ finances with God’s purpose, focus on biblically responsible investing, and create conduits of charity to impact the world.
Our initial complimentary meeting will help us better understand your goals and specific financial situation. At this discovery meeting we get the opportunity to know you more and introduce our firm and services. Our path from introduction to implementation of your financial plan can be summarized as follows:
Discuss financial goals and assess risk tolerance
Construct financial plan taking into account all the information gathered from discovery meetings
Present plan, discuss investment strategy, and recommend appropriate investment program
Once you have a thorough understanding of our approach, investment strategy, and recommendations we will implement your personalized plan and asset allocation portfolio
Once plan is implemented, you can expect regular proactive communications and, at a minimum, annual reviews to ensure your financial goals and objectives remain current and on track