A: We deliver integrated financial planning that factors in all aspects of our client’s goals, objectives, and values. This process provides our clients with the ability to align their financial world with the rest of their lives.
A: Instead of narrowly focusing on just one or two financial areas, like investing or short-term performance, we take a holistic approach. This helps us to identify potential pitfalls ahead of time and provide higher-quality recommendations. We can provide the best service to clients when we understand both the big picture and the individual components of their finances.
A: Similar to skilled doctors, we don’t make recommendations until we have a comprehensive understanding of our client. This includes understanding their needs, current situation, goals, risk exposure, and more.
A: No. We have many long-term relationships with clients all over the United States.
A: Yes. We have experience serving up to three generations within a single family. We find that our clients often prioritize providing the next generations with an opportunity to experience continuity and the same level of service that they have benefited from.
A: Our long term success with client relationships starts at their very beginning, where we prioritize learning what is important to the client. We then partner with them to achieve their financial goals, whether those are in the near future or decades away.
A: We recommend our services to clients who value integrated financial planning, are interested in a long-term partnership, and desire a trustworthy advisor who is backed by high levels of both education and experience.
A: Clients have access to websites that hold their financial planning goals and data, which can be checked at any time. In addition, our review process is designed to keep clients up to date.
A: We offer a biblical perspective of finances in counsel to our clients. We believe the scriptures contain transcendent, common-sense money principles that are as current today as when they were written thousands of years ago. These principles, which we include in our advising, include: