Enjoy your best life with the resources you have

We create space for you to think clearly about your priorities, align your finances with life goals, and ensure the most important people and causes you care about are provided for.

About Our Firm

 
Professional TeamCFP®, CLU, CKA®, RLP®

Professional Team

CFP®, CLU, CKA®, RLP®, CPWA®

 

Fiduciary

Obligation to Clients’ Best Interest

 
Fee Based Financial Planning & Investment Management

Fee Based

Financial Planning & Investment Management

 

What We Offer

Financial Life PlanningClarify life goals and design customized financial planIdentify and mitigate risks to your financial life planEnsure loved ones and important causes are cared forUpon request, provide Biblically-based financial advice and counsel

Financial Life Planning

  • Clarify life goals and design customized financial plan

  • Identify and mitigate risks to your financial life plan

  • Ensure loved ones and important causes are cared for

  • Upon request, provide Biblically-based financial advice and counsel

Values-Based InvestingProvide vetted, evidence-based investment solutionsAlign your investments to support your goals and reflect your valuesGain access to select, private market investments

Values-Based Investing

  • Provide vetted, evidence-based investment solutions

  • Align your investments to support your goals and reflect your values

  • Gain access to select, private market investments

Family Office ServicesRound table collaboration with your tax, legal, and risk professionalsThorough accounting and tracking of full financial situationMulti-generational wealth management services

Family Office Services

  • Round table collaboration with your tax, legal, and risk professionals

  • Thorough accounting and tracking of full financial situation

  • Multi-generational wealth management services

 

How The Process Works

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1 | Discovery Meeting

We meet with you to clarify your life goals, family dynamics, and concerns, and then collect all relevant financial information.

 
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2 | Personalized Analysis

Let us report back to you the specific areas in which we believe we can add value in your situation.

 
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3 | Client Agreement

Sign our client agreement and take full advantage of our holistic wealth management experience.