Our Three Pillars of Financial Planning

With these pillars, my goal is to help guide you on your journey towards financial wellness, rooted in biblical principles. Our comprehensive approach is built on three pillars that provide a solid foundation, strategic growth, and a lasting legacy. These pillars are designed to help you steward your assets wisely, increase your wealth responsibly, and create a legacy that honors your faith.

Foundational planning

Matthew 7:24-27

  • We create a realistic and sustainable budget that aligns with your financial goals. We will also provide balance sheets to help you get a better understanding of where money is going in your plan.

  • We ensure you have an adequate cash management strategy to cover unexpected events. This will help prevent falling into the “debt trap”.

  • We work to develop a strategy that manages, reduces, and pays off all debt. This is important because our goal as your partner is to keep your finances free for Kingdom purposes.

Wealth Building

Deuteronomy 8:18

  • Protecting and preparing for a wealth transfer. We look over:

    • Employee benefits

    • Life insurance

    • Health insurance

    • Disability Insurance

    • Home/Auto/Umbrella

  • Preparing for a purposeful and secure transition during retirement or career change.

  • We work together to decide whether it is appropriate to invest for giving, growth, or taxes. We align your risk tolerance and time horizon to your accounts.

    We also discuss specific investments and why those strategies may or may not be beneficial to your plan.

Kingdom and Legacy Building

Proverbs 13:22

  • Ensuring your assets are distributed according to your wishes.

  • We are not attorney’s but will work with you to connect with one to put together a will and power of attorney for your family.

  • Establishing guardianship arrangement for young children or heirs in the event of a premature death

By focusing on these three pillars, I offer a faith-centered and comprehensive framework for financial planning. We are dedicated to helping you build a strong foundation, grow your wealth responsibly, and create a lasting legacy that reflects your values and faith.

Join us on this journey to financial wellness and stewardship.