Because the client families we work with are busy with careers, raising children, serving in their church, community, and a multitude of things that demand time, we want to make interacting with us as easy as possible. We use technology to make working with us convenient. 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.

We are a fiduciary financial planning firm. We put the interests of our client families first and do not charge commissions like some companies. Our fees are designed to be transparent and straightforward. As an independent family-owned business, we don't have third parties or outside shareholders that dictate how we serve the client families who put their trust in us. Click here to learn more about our fees and services in more detail.

We believe in holistic financial planning. This includes help with budgeting, saving for college, managing debt, estate planning and protecting children, tax planning, choosing insurance, and saving for retirement. This is all done with an eye on the important context of balance while raising children.

Yes! We are advocates for independent education and homeschool in our own families. Because of that, we understand how the decision to homeschool affects parts of your financial life like careers, insurance, taxes, and more in ways most people have never considered.

Yes, we wrote an e-book about ways to pay for college as a homeschool family. One of the important goals we work with client families on is how to successfully pay for higher education. As a homeschool family, this milestone is absolutely possible, but comes with some unique considerations we help families navigate.