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Our Process

Want to know how we build a financial plan for your purpose-centered life? Here is a quick walkthrough of our process toward financial peace of mind.

Want To Learn More?

Learn more about our process or get started on your financial peace of mind by clicking the 'Get Started' button below

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Financial Peace of Mind

Five Simple Steps

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.

05.  Navigate Obstacles

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