November 22, 2024
Are you ready for the end of the year financially?
Faith Based Virtual Financial Advisor
Flat Fee Fiduciary Financial Planning & Investment Management
})
Stewarship
Manage your money with Godly wisdom and generosity.
Family
Prepare for your family's future, whether a college education or your eventual passing.
Christian
An eternal mindset and biblical perspective form the foundation of my financial beliefs.
What I Can Help You With
Budget
Develop a cash flow plan so you know where your money is going and can be intentional about your priorities, such as paying down debt.
Investing
Strategize how to invest your money so you can reach your long term goals either on your own or with my help.
Retirement
Figure out how you should be saving in order to retire comfortably without sacrificing too much of the present for the future.
Insurance
Make sure you have the most appropriate forms of insurance in place to protect you and your family from the curveballs of life.
Most Recent Insights
Fiduciary
Fiduciary duty entails always, not just some of the time, acting in the client's best interest, even if doing so is contrary to the firm's interest.
