Our Pricing Options
Wealth Management – 1% of assets (Minimum $2M)
- Comprehensive service: Includes financial planning, investment management, tax preparation, and estate planning.
Best for you if:
• You’re 50+ and retired or planning to retire soon.
• You want professional investment management.
• You prefer a steady hand to remove the stress from retirement.
Financial Planning Only: $3,750/quarter ($15,000/year)
Best for you if:
• You want clarity around your finances.
• You need expert guidance for life-changing decisions.
• Most of your assets are in employer retirement plans.
Our Services
Financial Planning:
We want to ensure your financial plan aligns with your values. Our approach is rooted in biblical money principles, helping you build your financial house on a firm foundation (Matthew 7:24-27). Scripture teaches us that everything we have is entrusted to us by God (Psalm 24:1), and we are called to be faithful stewards of His resources (1 Corinthians 4:2).
Through this lens, we work together on key financial areas, including setting financial goals, budgeting, assessing your insurance policies, planning for college and retirement, managing credit, and making large purchases or major financial decisions. We emphasize kingdom giving—both before and after retirement—because generosity is central to biblical stewardship (2 Corinthians 9:6-7).
For those currently employed, we also provide guidance on equity compensation programs, employer benefit elections, and total compensation packages. Our goal is to help you navigate financial decisions with wisdom and discernment (Proverbs 3:9-10), ensuring your wealth serves God’s purposes while securing your financial future.
Investment Management:
We design portfolios based on your personal goals, prioritizing low-cost investments and proper diversification, following the wisdom of Ecclesiastes 11:2: “Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.”
As stewards of God’s resources, we believe that investing is not just about financial returns but also about making a positive impact in the world. Our faith-based investment approach seeks to align your portfolio with biblical values, ensuring that your wealth is used to honor God and contribute to human flourishing. We offer both traditional and values-based investment options, helping you invest in companies and funds that reflect integrity, stewardship, and social responsibility.
Our services include selecting mutual funds and ETFs, reducing concentrated stock positions, rebalancing your portfolio, designing a retirement income strategy, and executing a tax-efficient withdrawal plan. Whether you seek to avoid investments that conflict with your faith or proactively support businesses that promote biblical values, we are committed to helping you build a portfolio that reflects both your financial goals and your calling to be a faithful steward (1 Timothy 6:17-19).
Tax Preparation:
We partner with a trusted third-party accounting and tax planning firm to prepare your individual federal and state tax returns. Our involvement ensures that tax planning is not just a year-end exercise but an ongoing strategy integrated into your financial plan. By staying engaged from inception to execution, we help you navigate tax-efficient decisions that align with your long-term goals and biblical stewardship principles.
As Jesus taught in Mark 12:17, “Give back to Caesar what is Caesar’s and to God what is God’s,” we believe in honoring our financial obligations while also maximizing opportunities to steward resources wisely. Our approach seeks to minimize tax burdens legally and ethically, allowing you to give, invest, and plan for the future with confidence.
Estate Planning:
Passing down money is relatively easy, but passing down wisdom, values, and a biblical approach to stewardship requires intentional planning. “A good person leaves an inheritance for their children’s children” (Proverbs 13:22), but true wealth is not just financial—it’s the legacy of faith, generosity, and wisdom that you instill in your family.
Beyond the paperwork, we equip you over time to train your family to inherit wealth in a way that honors God and aligns with your values. This includes guiding discussions about stewardship, generosity, and financial responsibility to ensure future generations are prepared to manage wealth with integrity (Deuteronomy 6:6-7).
We partner with a trusted third-party estate planning service to establish essential legal documents such as wills, powers of attorney, and trusts. Our role is to ensure that your estate plan reflects your faith, protects your loved ones, and enables continued giving to the people and causes you care about (2 Corinthians 9:7). Whether through charitable giving, family trusts, or structured inheritance planning, we help you craft a legacy that endures beyond finances and honors God for generations to come.