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Looking
For Faith-Based
Financial Planning?
We have found that many faith-based individuals and families want to align their finances with their faith so we offer faith-based financial planning to do just that.
Approach
Faith-Based Financial Planning For Christians
Creating a faith-based financial plan is unique, as it goes beyond traditional financial planning by aligning one's financial goals with their faith, and core values. A faith-based approach considers the responsibility of biblical financial stewardship. It involves a deep exploration of a client's religious and personal values, long-term aspirations, and even non-financial factors that contribute to overall life satisfaction.
By integrating these elements into the financial planning process, faith-based individuals can fulfill a biblical responsibility from their financial decisions. This approach stands out for its holistic perspective, recognizing that financial success is not just about accumulating wealth but about using that wealth to enable a life rich in purpose, joy, fulfillment, and most importantly for the Glory of God.
Our Process
This introductory meeting allows us to learn more about your situation to see if we are a good fit for you.
01 Introductory Meeting
Our objectives meeting is where we learn more about who you are, how you grew up, your background and your faith.
02. See The Objectives
This meeting is where we gather your financial information and help you organize your finances.
03. Organize Your Finances
After gathering information and organizing your finances, we draft and review together your faith-based financial plan.
04. Find The Path
This meeting is where we show you performance reports, help set up your performance portal, and discuss our quarterly/annual meetings.