Our Services
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.
Targeted Financial Planning
Prepare for life’s big moments without paying a dedicated monthly fee. Whether you’re planning a wedding, purchasing a new home, or expanding your family, we provide focused financial guidance and tailored support at a lower cost.
Comprehensive Financial Planning
A one-year engagement for a full financial
overview, covering budgeting, debt, retirement,
and investments. Best for those seeking in-depth guidance, accountability, and long-term goal tracking.
Wealth Management
For ongoing professional management of your investments and assets. I’ll oversee your portfolio, aligning it with your goals, with regular updates and strategy sessions for peace of mind.
