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How we work together

Everyone should experience financial peace, freedom, and impact.

We envision a day when every member of our Christian community experiences financial peace, freedom, and impact. We understand how important it is to choose the right advisory firm, so we’ve made our introductory experience as easy and low-pressure as possible. Here’s what it looks like:

Complete a five-minute online Intro Questionnaire

Schedule your free, no-pressure Exploration Meeting

Create and implement your personalized Financial LifePlan

We’ve journeyed with hundreds of clients through our Financial Life Planning process. So, whether you’re just starting out or are far along in your financial journey, we’re here to serve you. Ready? Click the button below to get started!*

Complete your online Intro Questionnaire

*If you’d prefer to complete the Intro Questionnaire with us over the phone, click here to schedule a call at a time convenient for you.

First

Complete a five-minute online Intro Questionnaire

You have important questions, and we want to get you answers! We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer any questions you have. In preparation for our conversation, we ask everyone to complete a five-minute online Intro Questionnaire.

Complete your Intro Questionnaire now »

Complete a five-minute online Intro Questionnaire

You have important questions, and we want to get you answers! We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer any questions you have. In preparation for our conversation, we ask everyone to complete a five-minute online Intro Questionnaire.

Complete your Intro Questionnaire now »

Second


Schedule your FREE Exploration Meeting with a Senior Financial Advisor

After you complete your Intro Questionnaire, we’ll reach out to schedule your complimentary, no-pressure, no-strings-attached Exploration Meeting with one of the Senior Advisors on our team. We’ll use this time to see if we’re the right fit to help you live your most fulfilled life. Bring your questions—all of them! Nothing is off limits. From this meeting, we’ll provide you a detailed proposal outlining exactly what we’ll do and how much it will cost. And, in appreciation of your time, we’ll donate $50 to the charity of your choice—whether you ultimately decide to become a client or not!

Second

Third

Create and implement your personal, comprehensive Financial LifePlan

Coming out of the Exploration Meeting and a “yes, let’s work together!” from you, we get to work laying the foundation for your Financial LifePlan. The Financial Life Planning process consisted of two distinct phases:

  1. The first phase, Life Planning, lays the foundation of the “what” and “why” of your plan.
  2. The second phase, Financial Planning, spells out the “how” and “when” of your plan.

Creating your LifePlan is just the beginning. After all, a plan is only effective if it’s properly implemented. Once we construct your LifePlan, we walk alongside you to help you implement your plan, navigate important life decisions decisions, and keep you on track!

Create and implement your personal, comprehensive Financial LifePlan

Coming out of the Exploration Meeting and a “yes, let’s work together!” from you, we get to work laying the foundation for your Financial LifePlan. The Financial Life Planning process consisted of two distinct phases:

  1. The first phase, Life Planning, lays the foundation of the “what” and “why” of your plan.
  2. The second phase, Financial Planning, spells out the “how” and “when” of your plan.

Creating your LifePlan is just the beginning. After all, a plan is only effective if it’s properly implemented. Once we construct your LifePlan, we walk alongside you to help you implement your plan, navigate important life decisions decisions, and keep you on track!

Ready to get started?

Click the button below to access your short Intro Questionnaire.

Complete your online Intro Questionnaire