My Philosophy

While not all my clients are Christians, all know that I profess a saving knowledge of Jesus Christ. As a Christian financial planner my approach is based on biblical principles and seeks to promote a strong Christian testimony through the organization of the household finances. Our goal is to be able to stand before Jesus when he comes for a review of our stewardship and hear him say, “Well done good and faithful servant.” Mt. 25:14-30

Choose either written plans to meet a specific objective, for a fixed fee, or financial consulting at hourly rates.

Written plans for $250-$750 include:

• Retirement Analysis
• College Planning
• Estate Planning
• Insurance Needs Analysis
• Family Budget and Cash Flow Statement
• Real Estate Market Value Analysis
• Investment Portfolio Analysis

Hourly consultations at $90/hr regarding:

• Any of the above topics plus
• Debt Elimination
• Mortgage Refinancing
• Budgeting
• Financial Coaching
• Tax Planning & Preparation
• Charitable Giving