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.
Book your strategy session and discover financial clarity from a biblical perspective.
Cost: Flat annual fee; paid monthly.
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.
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.
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.
