How we work with you

Covenant Financial Group is dedicated to delivering the customized strategies and attentive service you deserve. When you work with us, the experience is as much about helping you fulfill your values and sense of purpose as it is about achieving your financial objectives. We are passionate about inspiring you to achieve new possibilities, and we are with you every step of the way—helping you find the right path for your journey.  

Genuine relationships  

Building relationships is our passion, and it’s important to us that we get to know you and your family. We will take time to understand your goals, priorities, needs and wants before making any recommendations.  

As our client, you will experience first-hand the intention and care Covenant Financial Group puts into relationships as we: 

• Gather information to better understand you and your unique goals. 
• Identify how we can best work together. 
• Customize strategies and solutions to help you reach your goals. 
• Connect through regular reviews to assess progress and adapt financial plans as needed. 
• Host engaging client appreciation events, market updates and educational functions throughout the year. 

Financial guidance  

When you work with us, you’ll find our goals-based approach helps you define how you want to live your life. It’s an opportunity to bring clarity to where you are today, while building confidence for where you want to go tomorrow.  

Our experienced financial professionals, intuitive tools and personalized process can help you manage your lifestyle, investment, protection and philanthropic needs. And as life happens and your circumstances change, we will make sure you’re comfortable with your overall financial picture and help you stay on track.   

We specialize in the following areas:  

• Financial planning 
• Advice services 
• Generosity 
• Insurance 
• Investments 
• Small business services 

Objective advice  

By working together and taking a personalized approach to exploring your financial goals and priorities, Covenant Financial Group will strive to help you make thoughtful, objective choices and live the life you envision.