Financial advice and planning for families like yours
We specialize in working with Christian families
Our clients have common bonds. The clients we serve are devoted to their faith and family. Despite this, many face the challenge of how to balance their family's financial life with these pillars. We work with families to achieve goals that balance what's truly important with their finances.
Whether your family is growing in number, getting taller, growing spiritually, or some other dimension of life, we serve as a trusted partner.
The clients we work with are busy with careers, raising children, serving in their church, community, and a multitude of things that demand time. We use technology to make working with us as easy as possible. We believe some of your family's most important decisions are made at your kitchen table. A meeting with us is as straightforward as bringing Husband, Wife, and a tablet to that table. We use technology to further your financial goals while supporting your family’s traditional values. This is all built around the idea of faith-based financial planning to serve your family's specific needs.
Book a free time to find out what working with a Christian financial planner is like and if we're a fit for your family.
The Edwards Family
Family of 4
The Edwards family has two children ages 16 and 18. They’re looking for balance paying for college, a potential job change for Dad, and Mom considering going back to work.
The Thornton Family
Family of 8
The Thornton family just had their sixth child. Dad travels for work and Mom has a small online business where she sells crafts. They’re trying to decide whether to move to a new home. They’re also wondering how to make sure everyone is taken care of if something happens to Mom or Dad.
The Lane Family
Family of 2.5
The Lane family has been married less than a year and is expecting their first child. They are trying to understand the expenses with child birth and are moving to a new home before the baby is born. They are also trying to decide how to update their insurance and sell some investments to pay for their new home.
Note: These are fictional names used to illustrate the types of families we partner with.
How We Can Help
Focus on What Matters
We help your family align money decisions with the what's important to your family. Faith, family, and freedom are priorities we share with each family we work with.
Hit Your Goals
You get help on prioritizing and achieving goals uniquely important to your family. Milestones big and small are part of the ongoing financial help we offer families like yours.
Stay on Track
Know where your family's financial life stands at any time. Your family will get access to a family financial dashboard and a Christian financial advisor so you'll know where you are and where you need to go at any time.