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 is a journey not a destination.
BASIC
Investment Management Only
$100,000 – $300,000 under management
Values Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
30 Minute Annual Review via phone or web conference
FOUNDATIONAL
Investment Management With Foundational Financial Planning
$300,000 – $500,000 under management
Values Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
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
1 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Check-ins Throughout Year
ENHANCED
Investment Management With Enhanced Financial Planning
$500,000 – $1,000,000 under management
Values Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
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
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
1.5 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Quarterly Check-ins
COMPREHENSIVE
Investment Management With Comprehensive Financial Planning
$1,000,000+ under management
Values Based Investment Management (learn more >>)
Personal Online Financial Planning Portal (learn more >>)
Investment Risk Assessment (learn more >>)
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
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
PLUS
Collaboration With A CPA & Attorney2
Multi-Generational Family Planning (learn more >>)
Personal Document Digitization
Asset Protection Planning
1.5-3 Hour Annual Review In-person, Via Phone, or Web Conference & Additional Optional Monthly to Quarterly Check-ins
1 Asset management fee discount starts at $2,000,000 portfolio value
2 Third party CPA and attorney fees not included.
0.25% – 0.35% quarterly asset management fee for all solutions1
Stand alone financial planning services are 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.
