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“Commit your work to the LORD, and your plans will be established.” 

Proverbs 16:3 ESV

Complimentary Intro Meeting Faith-Based Financial Planner Intrepid Eagle Finance

Schedule a complimentary intro meeting

 

Schedule a meeting with us so you can get to know us and we can get to know you. We use video conference so you can do this from a convenient place and allow you to choose the most convenient time. We'll talk about your family's financial situation, how our services might or might not be appropriate for you, and any questions you have.

Make a Plan Faith-Based Financial Planner Intrepid Eagle Finance

Make a plan and get organized

 
We will work with you to get your financial life organized and put together a comprehensive plan. This will include talking with both spouses to identify and prioritize what is most important.

Take Action Faith-Based Financial Planner Intrepid Eagle Finance

Take Action and begin building financial freedom for you and your family

 
We help you to implement the plan that we have built together. This includes refining or updating the plan where appropriate. This also means updating your plan as life changes. We stand ready to assist in taking these steps toward financial freedom for your family. 

 


 

Things to expect

Reviews Faith-Based Financial Planner Intrepid Eagle Finance Reviews
After we help you implement the major parts of your plan, we typically schedule check in meetings every 4 months


Quick Questions Faith-Based Financial Planner Intrepid Eagle Finance Quick Questions
We're always available via email or phone when a question arises. 


Unexpected Events Faith-Based Financial Planner Intrepid Eagle Finance Unexpected events
When you have something unexpected come up, we can meet to come up with a plan for how to handle it. 


Access to dashboard Faith-Based Financial Planner Intrepid Eagle Finance Access to dashboard
We provide a personal financial dashboard accessible from your phone and computer to keep an overall view of your family's financial life. 


Something else Faith-Based Financial Planner Intrepid Eagle Finance Something else
As part of our ongoing relationship, you can schedule a conversation at anytime with us to work through whatever issue or question is on your mind. 


 

 
 

Things we do differently

We meet virtually. We know you are busy and it's tough to make time for appointments. We use video conferencing so you can meet with us from the convenience of your couch or wherever works best for you. (If you have a kid on your lap, it's fine by us, we like kids)

What we do differently Faith-Based Financial Planner Intrepid Eagle Finance

You got married because you're a great team. We want to support that.

Although we don't require it, we highly recommend that husband and wife attend meetings together. Why? We believe that when both spouses are involved and comfortable with your household's finances, it sets your family up for success. You got married because you're a great team. We want to support that. 

The clients we work with have core values that are important and distinct to them. We work with you to uncover what is most important to your family and find ways to support that with your financial priorities. 

 
 
We work with a specific type of client: Christian Families
 
Click here to learn about who we work with
 
We collaborate with you. We consider our financial planning process to be just that, a process. This approach means we will work with you to find the best solutions and priorities for challenges you think about today and challenges you will encounter tomorrow.