Comprehensive Financial Planning

YOur Values >> Your Goals >> Your PLAN

Who Do We Work With?

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The Mid-Career Professional 

  • You’re earning the most income you ever have and you know now is the time to put together a plan to make the most of it.

  • You want to be sure you’re doing the right things at the right times with your money.

  • You want to avoid making the same mistakes you’ve seen friends or family make.

  • Some areas of importance for you, include:

    • Having a Written Financial Plan

    • Investing for Growth

    • Being Smart with Taxes

    • Protecting from Emergencies

    • Debt-Free Living

    • Traveling

    • Giving

    • Financial Freedom

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The Family Wanting a Plan  

  • You have a family and you want someone to help you put a plan in place to make sure you’re making smart money decisions.

  • You’re looking for help in getting clear on your priorities, where to start, and how to get there.

  • Your family income is probably the highest its ever been, and you want to make sure your income is being maximized.

  • You most likely have goals for yourself and your family in these areas:

    • University Costs for Children

    • Travel Desires

    • Retirement Savings Plans

    • Income Tax Strategies

    • Investing for Growth

    • Financial Independence

    • Being Debt Free

    • Protecting Against Emergencies

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The Family with a Business  

  • This is for someone looking to “put it all together” by hiring the right financial professional to bring clarity, simplicity and confidence to your entire financial picture, including your business profits.

  • You may already have a good CPA, Estate Planning & Business Entity Legal Professionals and you’d like your Financial Planner to coordinate with them to make sure you’re doing everything you can to keep more of your profits.

  • You want to ensure you’re business profits and tax planning are being maximized to take care of the people you love most.

  • You are probably already doing A LOT for your business, your employees and your community and you want to make sure someone is helping you protect against your financial blind spots.

  • You want to make sure you’re being effective and wise with your time and money for you & your family’s future

  • You want to maximize your impact and give generously to the places you care most about.

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A Quick-Start Financial Planning Option

  • You may want the option to schedule a one-time financial planning arrangement with a CERTIFIED FINANCIAL PLANNER™ professional to help you get clear and take action on your most pressing concerns & questions, now.

  • You may want someone to validate your current ideas or plans and add specific recommendations and input to your specific scenario.

  • You may value a guided discussion to help you get clear on your goals with an executive summary of action items to guide you going forward. 

  • Schedule an Introductory Meeting below.


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Investing with Purpose


No Minimum Investment Requirement

  • We will manage your investments for you and with you in alignment with your financial plan, your values, and your goals.

  • Biblically Responsible Investments (BRI) for those that desire to incorporate their faith-values into their investments.

  • Long-term strategies via low-cost, tax-efficient investing.