Wealth Management Processes
Wealth Management Processes
The earth is the Lord’s, and everything in it, the world, and all who live in it.
Psalm 24:1 (NIV)


We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners.

Biblical wisdom is timeless, accurate, universal, and practical.

We Are Your Financial Advocate

We take the time to understand what you want out of life – for yourself and for your family.

We employ a comprehensive planning approach combined with sophisticated technology designed to optimize your results and help achieve your financial goals.

We have years of experience collaborating with clients like you. We believe your financial information should be organized, up to date, easy to understand and accessible to you whenever you want, from wherever you are.

We understand that unexpected events and life changes can impact your dreams. We monitor and track your progress every day and adjust your financial plans along the way.

As your financial advocate, your success is our success.

The plans of the diligent lead to profit as surely as haste leads to poverty.
Proverbs 21:5 (NIV)


• Ultra-Conservative

• Conservative

• Moderate

• Growth

• Aggressive Growth

We help We help you pursue your unique financial goals with our investment management services. We start with a thorough discovery process to find out your goals, attitude toward risk, and how your investments fit into your overall financial picture. Once we’ve determined the strategy that best suits your needs, we get your money working for you!

Active Management

Through our active management we make changes on your behalf, as well as adjust our portfolios based on overall economic events and indicators. Our ongoing investment management includes periodic reviews with you to make sure your strategy continues to follow the path to your goals and make updates accordingly to stay on track.

Screening Process

All of our investment strategies go through our values based screening process to invest in companies that are making a positive change in our society and avoiding those involved in known unethical activities. Not all investments and investment platforms can be screened, but we strive to do the best we can given the available investment options.

Do your planning and prepare your fields before building your house.
Proverbs 24:27 (NLT)


We act as your guide helping you make wise financial decisions throughout life about what matters most to you.

Our Planning Process Can Help You Achieve Your Financial Dreams

We start by helping you identify your goals and evaluate where you are relative to those goals.

We evaluate your options and recommend strategies to help you get you where you want to be.

We don’t stop there. We help you implement the recommendations. Then, we continually monitor your financial situation to ensure you remain on track to achieve your
financial dreams.

Your goals remain the centerpiece of our recommendations and strategies.

chart of financial services


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