Financial Advice From A Biblical Perspective

Are you a Christian looking for financial advice ?

As Christians, we should not put our hope in wealth….we should do good, be rich in good deeds, be generous and willing to serve.
1 Timothy 6:17-19

 We help you become a better steward by developing a faith driven financial plan that aligns your generosity, income, insurance, taxes, legacy, and investing according to biblical principles, so you can honor God and build generational wealth.

A Faith Driven Financial Plan Consists of Developing a Plan For:

GENEROSITY

We believe that giving breaks the power of money in our lives. We help you develop a tax- efficient strategy for your generosity so you can give more to the causes you care about.


Your generosity will result in thanksgiving to God. 2 Corinthians 9:11

INCOME

We believe that God gives us the responsibility to provide as we trust Him for provision. We help you develop an income plan that makes the most of your employer benefits while balancing spending priorities.

Remember the Lord for it is he who gives you the ability to produce wealth. Deut. 8:18

INVESTMENTS

We believe that we are called to honor God through Biblically Responsible Investing (BRI). We manage client’s investments Biblically Responsible, seeking investments in companies that positively impact others and promote life, family and a biblical worldview. When we do so, we are investing to the glory of God, and investing itself becomes an act of worship.

The wise store up choice food and oil. Proverbs 21:20

INSURANCE

We believe that part of being a faithful steward is protecting those God has placed in our care from unexpected losses. From life to long term care, we seek to offer our clients the most protection for the least amount of cost while protecting them from critical financial risks.

A wise man sees evil and avoids it. Proverbs 27:12

TAXES

We believe taxes are symptomatic of God’s provision, and should be paid with gratitude. We believe it is prudent to seek opportunities to lower taxes over your lifetime, and be proactive about tax-efficient financial planning.

Give to Caesar what is Caesar’s, and to God what is God’s. Matthew 22:21

LEGACY

We believe in developing the next generation of stewards, through generational wealth and with the values of biblical Stewardship. We help you develop a legacy strategy so your assets are passed to the next generation the way you desire.

A good man leaves an inheritance to his children's children. Proverbs 13:22

“Biblical financial guidance is rooted in wisdom from the Bible and scripture is the guiding principle behind the financial advice we give."

- David Sandhu, Finding a Christian Financial Advisor, Yahoo Finance

Ready to align your faith values with your finances?