Our team has proudly served our community since 1996 and we guide our members to help make wise money choices that reflect their values while providing them opportunities to demonstrate their generosity where they live, work and worship. The conversation we share around generosity with those we work with is part of how we view money as a tool and not the goal itself. Linking your faith and your values to the Financial Planning we do is what 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 feel like what we have to offer is truly a gift to be shared. At the end of the day we want to help you be prepared for the certainty of uncertainty. Insightful Advice starts with knowing your needs, wants, and wishes. Then is honed in by diving deep into your "why" along with your values.