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, WEALTH-BUILDING, AND GIFTING
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
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