What to Expect

When you get started with Intrepid Eagle Finance

Schedule a complimentary intro meeting

Click HERe to start the first step

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 about faith-based financial planning at 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 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

After we help you implement the major parts of your plan, we typically schedule check in meetings every 4 months

Quick Questions

We're always available via email or phone when a question arises.

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

We provide a family financial dashboard accessible from your phone, tablet, or computer to keep an overall view of your family's financial life.

Something else

As part of your ongoing relationship with a faith-based financial planner, 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.

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

Proverbs 16:3 ESV