Our story

Our team has proudly served the Twin Cities area since 1996. We partner with clients to help them make wise money choices that reflect their values. Plus, we help them find ways to demonstrate their generosity where they live, work and worship.  

The conversations we have about generosity highlight how our team views money as a tool, not a goal. In fact, linking clients’ faith and values to the financial and dedicated planning process is one of the things that makes our organization unique. We really love seeing generosity in action and finding ways to inspire others to give back.  

Our core values are gratitude, kindness, generosity, humility, integrity and wisdom. We believe what we have to offer is a gift to be shared. At the end of the day, we want to help you be prepared for the certainty of uncertainty by offering insightful advice based on your needs, wants, wishes and values.