Let’s create a custom, values-aligned family financial and investment plan

Sleep peacefully at night, knowing where each dollar is going

 

A lot of parents work hard and save well, but they aren’t sure what to do next.

You may be wondering:

  • How much is enough?

  • When is it appropriate to retire or scale back?

  • What’s an ideal investment mix?

  • Where should extra cash go?

  • What tax implications should be considered?

 

We believe every family deserves a holistic financial plan that instills confidence and peace of mind.

 

Building wealth aligned with your values can feel daunting but doesn’t have to be.

You want to be a good steward of money and make smart financial decisions. To do so, you need a solid financial plan with a credible advisor to guide the way.

Here’s the problem: many wealth planners focus on accumulating assets and don’t factor in your desire to make this world a better place.

Values-based financial planning should be enjoyable and easy. I understand how overwhelming it can feel, so I’ve developed a 5-step process that helps clients just like you build a brighter future for their families, communities, and beyond.

My approach is unique because I’m a:

 
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Just 3 Steps to Peace of Mind

 

Here’s how we help clients:

Investment Management

Let us help you tune out the noise and take the guesswork out of investing. We offer a faith-aligned plan for Christian clients.

Family Financial Planning

Real financial planning happens where money and values intersect. We guide parents through crucial financial decisions.

Business Exit Planning

Did you know that 70% to 80% of businesses listed for sale do NOT sell? We maximize value before and after the sale.

 
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Important financial decisions shouldn’t be DIY.

Your family is worthy of a brighter future, with a trustworthy advisor by your side.

 

money is a tool, not your nemesis

Want to make smarter financial decisions as a family but not quite ready for a one-on-one relationship with a trustworthy advisor?

Our Starter Guide on 10 family finance myths is completely FREE and should be your first step in the process.

Simply opt-in below!