Financial Planning
Our financial planning conversations don’t start with numbers—they start with you: your life, your family, your priorities, and your goals. Once we’ve captured your full landscape, we’ll craft a personalized plan drawing from a variety of strategies and options, all designed to guide you toward the destination you envision.
Summit a new peak of financial confidence.
I take a different approach to financial planning. My goal isn’t just to help your wealth grow, but also to safeguard everything you’ve worked hard to build—so your finances can carry you farther on your journey.
I’ll assess your current position and map out where you want to go, crafting a plan from a variety of financial strategies that work together to support your path. This approach gives you the confidence to live fully today and navigate the road ahead.
Here’s how I can help guide your climb:
Preservation strategies
Wealth accumulation
Managing tax advantages
Retirement planning
Leaving a legacy
Charitable planning
Retirement planning
We customize your plan to align with you and your goals, drawing from a variety of financial options. From protective insurance to growth strategies and added flexibility, we’ll help you build the retirement you’ve always dreamed of.
Estate planning
We work alongside your other advisors—such as attorneys, accountants, and tax professionals—to help establish trusts, reduce taxes, and manage costs, all aimed at protecting the legacy you want to leave behind.
Special needs planning
Caring for a family member with special needs requires thoughtful planning and support. We guide you through the intricate details and connect you with trusted professionals in law, social services, and beyond, helping you create a strong support network that enhances life for both you and your loved one.
What does God's Word say about money?
The Bible offers profound wisdom on how we should view and handle money. Here are some key principles:
Stewardship
Matthew 25:21 (NIV): "His master replied, 'Well done, good and faithful servant! You have been faithful with a few things; I will put you in charge of many things."
God calls us to be faithful stewards of the resources He has entrusted to us.
Contentment
Hebrews 13:5 (NIV): "Keep your lives free from the love of money and be content with what you have."
Being content with God's provision helps us avoid the pitfalls of greed.
Generosity
Proverbs 11:25 (NIV): "A generous person will prosper; whoever refreshes others will be refreshed."
Generosity reflects God's heart and opens the door to His blessings.
Avoiding Worry
Philippians 4:6 (NIV): "Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving, present your requests to God."
Trusting in God means presenting our worries to Him in prayer and not being anxious about our needs.
Avoiding Debt
Proverbs 22:7 (NIV): "The borrower is slave to the lender."
While not prohibited, debt is cautioned against, encouraging living within our means.
Honesty and Integrity
Proverbs 13:11 (NIV): "Dishonest money dwindles away, but whoever gathers money little by little makes it grow."
God values honesty and integrity in all our financial dealings.
Diversification
Ecclesiastes 11:2 (NIV): "Invest in seven ventures, yes, in eight; you do not know what disaster may come."
Diversification is encouraged to manage risk and ensure stability.
Leaving an Inheritance
Proverbs 13:22 (NIV): "A good person leaves an inheritance for their children’s children."
Planning for the future and leaving an inheritance is seen as wise and righteous.