Services & Pricing

About You

You are a Christian, you care about loving God, your family and the people in your community,

You believe that God owns it all, and you have a stewardship responsiblity to manage His money.

You believe that God’s wisdom is relevant and available for your finances.

You believe that is is more blessed to give than it is to receive.

You believe that you can demonstrate your faith in the way you manage your finances.

You believe that you can be content with God has provided.

You want to honor God as you build wealth.

You are open to help and you like the idea of having someone pay attention to your money.

You would love to have someone keep you accountable and won’t let things slip through the cracks.

Ultimately, you want financial advice from a biblical perspective.

So what do you get when you work with us?

At its core, you get financial peace of mind, knowing that you are being a good steward of God’s wealth.

You don’t feel like a poor steward and worry about cash flow, savings for the future, relating with money as a couple or setting up security as a single person, understanding the financial system and generally worrying about the "you don't know what you don't know" stress factor.

All those negative feelings go away.

We start with a financial planning project that explores your biblical values, current situation, gets your family financially organized and focused on taking control of your money.

A Faith Driven Financial Plan points you in the right direction.

We also handle the accountability with you throughout the year, prompting you for needed actions and reviews, handling maintenance and investment management behind the scenes.

We pay attention to your financial life so you can relax and focus on answering God’s call on your life., knowing your money is organized and being handled with intention and stewardship.

Our Process

Pricing for Comprehensive Financial Planning

Faith Driven Financial Planning

Comprehensive flat fee of $2,400 for individuals or
$3,600 for couples

  • 6 Meetings Over 3 Months

  • Financial Plan

  • Financial Advice 

  • Recommendations

  • Phone & Email Support during engagement

Faith Driven Investment Management

1% of assets managed*

  • Includes Everything in Faith Driven Financial Planning +

  • Biblically Responsible Investing

  • Tax Optimization

  • Asset Allocation & Diversification

  • Rebalancing & Ongoing Monitoring

Ready to align your faith values with your finances?