We are family financial planning experts and do our best work with folks who value:
FamilyHouseholds who consider family to be important and worth protecting.
FaithFamilies who hold their Christian beliefs and faith to be central to life.
Freedom from financial stress to pursue what is important in your family.
"Like an eagle that stirs up its nest, that flutters over its young, spreading out its wings, catching them, bearing them on its pinions."
Deuteronomy 32:11 ESV
How to Get Started
Schedule your free consultation. This helps you get to know us and helps us get to know you.
Tip: To get the most out of our time together, choose a time that works for both you and your spouse.
What to Expect Next
ConversationWe'll talk about your family's financial situation and what's uniquely important to you, how our services might or might not be appropriate for you, and any questions you have about faith-based financial planning at Intrepid Eagle Finance.
DecisionWe'll help you reach a verdict on if our service is a good fit for your family. You'll also hear how we would build a plan for the specific priorities you've shared with us.
EmbarkationIf we mutually agree your family is a good fit, we'll get started right away on your family's customized plan. You'll meet with your financial planner to get your family's financial life organized and begin a plan of action on how reach your family's goals.
Common Questions we Hear
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.
Not ready to get started yet?
Check out our free resources on the intersection between homeschool and finance. You can also sign up for our weekly newsletter to get free tips for your family.
About Intrepid Eagle Finance
Intrepid Eagle Finance specializes in Faith-Based Financial Planning. We specialize in working with Christian families to balance what's truly important with the financial part of life. By focusing our service on these families, we're able to help with the unique challenges families like yours face. Whether it's balancing the financial impact of homeschool, paying for college, or figuring out a 401k at work, we help our client families organize their financial life with purpose. Click here to learn more about how we are unique in our approach to financial help.
Charles H Thomas III, CFP®
My name is Charles Thomas. I am a Certified Financial Planner™ and founder of Intrepid Eagle Finance. We work with Christian families on their journey to financial freedom.
I started Intrepid Eagle Finance to serve a community I believe has unique needs. Christian families face the challenge of balancing the needs of Mom and Dad, children, work, church and other things craving resources. The financial component of this difficult balancing act can be stressful to harmonize for this kind of family. How do I know this? My family is part of this group too!