FOR homeschool families
Free ebook for homeschool families
In this ebook you'll learn:
- Tips and tactics on paying for college as a homeschooler
- How you can create a plan for college
- How to avoid mistakes that too many families make
- Strategies on how to avoid or minimize student loans
As seen in:
Financial advice and planning for families like yours
We specialize in working with Christian families
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.
 | Traditional Financial Advice | |
| What does my family receive? | Customized advice for the most critical parts of your family's financial life and help putting the plan into motion | Typically 50+ page report that focuses on investments or social security |
| What is the minimum amount of assets to begin? | $0 | Usually $250,000 or more |
| What are the qualifications of my planner? | Your planner is a CFPⓇ professional and experienced working with families and finances | Varies based on the company you engage with |
| How will we meet? | Virtually to make it convenient for your family on your schedule | Usually at an office during the day |
| What is the technology experience like? | You get access to a family financial dashboard to track progress on goals and see how your family is doing anytime | Not usually part of the service |
| How do you help with college planning? | Client families get in-depth help with estimating the actual cost of college and making a plan to pay for it | College planning is usually basic or not included |
| Is the advice faith-based? | Our advice is always grounded in Biblical financial principles | No |
| What is the fee structure? | Straightforward fee agreement based on your family's needs. Click here to view full services and fees. | Varies; can be commissions you pay based on products you are sold, based on investment accounts you open with the provider, or other methods. |
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.