Financial planning

Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning

Retirement planning

We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.

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Estate planning

We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.

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Special needs planning

Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.

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What does God's Word say about money?

What God's Word Says 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 mitigate 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.