Tired of Money Conversations Creating Distance in Your Marriage?
Build Your Future Rooted in Faith and Financial Stability
Transform Your Financial Tension into Trust
Through God-Centered Planning
Secure Your Future Today. Limited Spots Available!
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Uncover 3 hidden barriers to financial stress and the faith-based principles to transform your money mindset.
What we offer
#1 FIDUCIARY COMMITMENT
We put your best interests first,
always. You can trust that every
recommendation we provide is
unbiased, transparent, and
designed to align with your values and
goals-bringing you peace of mind and
confidence in your financial
decisions.
#2 ACCESIBLE EDUCATION
Empowering you with knowledge
through tools, resources, and
personalized guidance. You'll feel
informed and equipped to make
sound financial decisions or your
family, reducing uncertainty and
building financial confidence that
aligns with your faith.
#3 INDIVIDUALIZED STRATEGIES
Tailored financial plans designed to
meet your unique goals and
circumstances. Whether building a
financial foundation, managing mid-
life priorities, or preparing for
retirement, you'll receive a
customized roadmap to steward
your resources wisely and live
purposefully.
#4 TECHNOLOGY-DRIVEN SOLUTIONS
Streamlined systems to track
progress and simplify your
financial life. Stay organized and save
time with easy-to-use tools that provide
real-time updates, helping you focus on
what matters most-your faith,
family, and goals.
#5 HEART-CENTERED RECOMMENDATIONS
Rooted in Christian values, we
focus on stewardship, integrity, and
serving others.y element of your
financial life is set up for success.
Work with a partner who
understands your faith journey and
helps you honor God with your
finances while creating a lasting
impact for future generations.
Ready To Build Your Future Now?
Secure Your Future Today. Limited Spots Available!
Work With Us
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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
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Financial Management
$0 to $500,000 - .75% AUM
$500,001 and above - .5% AUM