Aligning your faith and finances with Biblically Responsible Financial Planning:
Our mission is to help you make the most of all you’ve been given, so you can live a life rich in meaning and gratitude. We will make it a priority to deliver thoughtful financial guidance based on your Christian values. Topics include:
Budget and cash flow: A holistic review to help you better save, spend and give, building the foundation for the topics below.
Debt management: Gain control of your finances by reducing, refinancing and consolidating debt.
Risk management: In-depth protection strategies for you and your loved ones.
Investment planning: Well-balanced and diversified investment strategies intended to help grow your wealth.
Education planning: Develop a detailed savings strategy for education costs and how to plan for them.
Retirement planning: Comprehensive savings and distribution strategies to prepare for and live in retirement.
Income tax planning: Strategies to help reduce income taxes when possible.
Estate planning: Plan to efficiently pass your estate according to your wishes.
Charitable giving: A giving strategy consistent with your values and goals.
Business continuation planning: Plan for risks and prepare for a successful transition of your business.
Other planning services: Other related planning services you might benefit from.
Book your strategy session and discover financial clarity from a biblical perspective.
Cost: Flat annual fee; paid monthly, quarterly, semi-annually or annually.
Discover the Power of Biblically Responsible Investing (BRI)
Are you seeking to align your financial decisions with your faith? Imagine an investment portfolio that not only grows your wealth but also reflects your deeply held biblical values. With Biblically Responsible Investing (BRI), you can achieve just that.
Join us for a transformative appointment where we'll guide you through the principles of BRI and how they can be applied to your investments. Learn how to:
- Align Your Investments with Your Faith: Discover how to invest in companies that uphold biblical values, promoting integrity, stewardship, and ethical practices.
- Make a Positive Impact: Support businesses that contribute positively to society and avoid those that contradict biblical principles.
- Financial Clarity with Purpose: Build a portfolio that seeks both financial returns and spiritual fulfillment.
In our session, we'll provide personalized strategies to help you integrate BRI into your financial plan, ensuring your investments reflect your faith and values. Don’t miss this opportunity to make your money work for a higher purpose.
Click here to book your session with Rob today and start investing with integrity!
Cost: Quarterly fee; paid from your assets under management or other sources.
Products and services. Aligned with your priorities.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
