FINANCIAL ADVISORY SOLUTIONS
With our ongoing investment management ($100,000 Minimum Investment) and financial planning processes we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens we help you make the necessary adjustments to stay on track. We believe that financial planning and investment management is a journey, not a destination.
Tier 1
Investment Management Only
$100,000 – $300,000 under management
MEETINGS
30 Minute Annual Review via phone or web conference
Financial Planning available for $125 per hour (1 hour minimum)
Values Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
Tier 2
Investment Management With Foundational Financial Planning
$300,000 – $500,000 under management
MEETINGS
1 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Check-ins Throughout Year
Up to 4 hours3 of financial planning and advisory services included annually
Includes all of Tier 1 services
PLUS
Net Worth Statement
Financial Guidance
Retirement Planning (learn more >>)
Estate Planning2 (learn more >>)
Tax Planning2 (learn more >>)
Life Insurance Planning
Cash Flow & Debt Planning
Social Security Planning
Company Retirement Plan Review
Educational Funding
Tier 3
Investment Management With Enhanced Financial Planning
$500,000 – $1,000,000 under management
MEETINGS
1.5 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Quarterly Check-ins
Up to 8 hours3 of financial planning and advisory services included annually
Includes all of Tier 2 services
PLUS
Advice On Major Purchases
Long Term Care Planning
Investment Real Estate Analysis
Planning For Future Expenditures
Creative & Deferred Gifting Strategies (learn more >>)
Planning For Sales Of Major Assets
Planning For Possible Incapacity
Proper Titling & Beneficiary Designations
Tier 4
Investment Management With Comprehensive Financial Planning
$1,000,000 – $3,000,000 under management
MEETINGS
1.5-3 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Monthly to Quarterly Check-ins
Up to 16 hours3 of financial planning and advisory services included annually
Includes all of Tier 3 services
PLUS
Collaboration With A CPA & Attorney2
Multi-Generational Family Planning (learn more >>)
Personal Document Digitization
Asset Protection Planning
Tier 5+
Investment Management With Comprehensive+ Financial Planning
Over $3,000,000 under management
MEETINGS
1.5-3 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Monthly to Quarterly Check-ins
Up to 24 hours3 of financial planning and advisory services included annually
Includes all of Tier 4 services
PLUS
Additional hours of financial planning and advisory services included annually
1 Asset management fee discount starts at $2,000,000 portfolio value
2 Third party CPA and attorney fees not included.
3 Additional hours billed at $125 – $250 per hour, depending on the advisor for investment management clients.
0.25% – 0.35% quarterly asset management fee for all solutions1
Financial planning services are not available without investment management
CLICK ON ANY OF THE FOLLOWING TO LEARN MORE ABOUT WHAT WE OFFER
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Learn more about Christian Financial Advisors and how to get started.
VALUES BASED
We incorporate wisdom, stewardship, and Christian values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.
FIDUCIARY DRIVEN
We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.
