financial planning For Christians

Many Christians struggle with their battle against money. We guide you by applying biblical principles, fostering community engagement, and providing comprehensive financial planning. Our goal is to help you organize your finances to maximize your time, talent, and treasure in serving God’s kingdom.

schedule a meeting to determine if we are a good fit.

OUR FIRM SPECIALIZES IN CASH FLOW MANAGEMENT, HELPING INDIVIDUALS AND FAMILIES OPTIMIZE SPENDING, SAVINGS, AND WEALTH-BUILDING STRATEGIES

Their Backgrounds:

  • Couples who are combining their lives together

  • Growing family who are navigating their work-life balance and planning for retirement

  • Seasoned couples who are nearing or at retirement.

Their Goals

  • Relationship building, future planning

  • Financial planning, joint decision-making

  • Building a strong partnership, home setup, career and family planning

  • Child well-being, effective parenting, work-life balance, marital support

  • Optimization of financial resources

  • Fee-Only Financial Planner

  • Christian

  • Veteran Owned

  • Immigrant

Work With Us

  • Holistic Financial Planning

    $500 to $2,500 Onboarding Fee

    $250 to $500 monthly subscription

  • Project-Based Financial Planning

    $200 hourly rate

    $2,500 to $3,500 fee rate

  • Investment management

    $0 to $500,000 - .75% AUM

    $500,001 and above - .5% AUM

Work With Us