Confused about conflicting financial planning and investment advice? Unsure as to whether you will achieve your financial goals, especially with your current investment approach?

We provide proven financial goal-setting and investment advice you can trust.

Financial Planning and Investment Management

You deserve to have a goals-based financial plan with an investment strategy in which you can be confident. We patiently walk with you as you seek to successfully quantify and set your financial goals, clearing the confusion related to your finances, so that you have peace of mind and the ability to provide for your family.

Ultimately, this will allow you to live confidently and to make a meaningful difference for your family and your community as you manage the resources God has provided. It is also paramount that you consider your investment strategy and your tolerance for investment fluctuations as you seek to accomplish your plan goals.

Determine Your Tolerance for Investment Fluctuations

Investing in the stock market can feel a lot like driving down a curvy, bumpy, hilly highway. Some people are comfortable taking the investment market "highway” at a high rate of speed, others are more comfortable creeping along the highway slowly. We ask our clients:

  • Have you ever been concerned about your potential for investment losses or gains?
  • How deep will your market “potholes” be?
  • How fast are you willing to take the market “twists and turns”?

Asking these questions helps our clients determine their “speed” as they navigate the market highway. Take our risk questionnaire to determine how fast you want to drive down the investment market highway.

Our Three-Step Process

With our simple process, you will prioritize your financial goals so they align with your values, allowing you to experience less worry and greater contentment.

You will identify and quantify your financial goals during our consultations together.

You will benefit from specific investment recommendations based upon your plan, needs, and goals.

You will receive ongoing planning, investment management, and support so you are always informed.