Individuals
For those with investable assets above $500,000, we have developed and refined a process called “Steps for Stewards” that helps believers put the financial pieces into place. We encourage clients to take an eternal view of their resources, including their assets, time, spiritual gifts, and relationships. We trust this will facilitate an intentional, fulfilling life for those we advise.
The process includes:
- Creating a personal financial homepage
- Evaluating cash flow
- Evaluating risk tolerance
- Investing in suitable mix of assets
- Planning for golden years
- Working through Estate Planning
- Managing risk
- Optimizing tax situation
Churches and Ministries
At the church or ministry level, we work to educate and guide leadership through what it means to have a fiduciary responsibility and how to fulfill those obligations. Working with finances for churches and ministries presents many varying scenarios that need to be addressed and we can offer a wide range of solutions to fit the multitude of different situations.
Our knowledgeable staff can assist you with identifying and reporting on cash flow management, investment performance, and potential investment strategies.
