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What Kind Of Guide Do You Need?

Comprehensive Financial Plan

$1,000 - $3,000*

(Click here to get your Free Quote)

Written financial plan addressing every aspect of your financial life, including:

  • Cash flow
  • Debt
  • Investments
  • Insurance
  • Education
  • Retirement
  • Estate Planning 
  • Charitable Giving
  • Tax Planning
  • Other topics as needed

Clear instructions for how to follow all recommendations in the financial plan

2- to 2 1⁄2 -hour meeting with a Christian Certified Financial PlannerTM professional either in person or as a video call to go over the plan in detail and answer questions


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Ongoing Financial Planning & Investment Management

$0 - $400/month + 0.6% -1.0% of assets managed*

(Click here to get your Free Quote)


  • One-hour review meetings twice a year
  •  Regular updating of your financial plan as your situation or goals change
  • Unlimited access to a Christian Certified Financial PlannerTM professional through telephone and email 
  • Your own personal financial website to keep everything organized and in one place
  • Proactive communication when there are new financial opportunities for you
  • Investment management


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*For normal complexity (for more complex situations, fee can be as much as $800/month).


Quick Start Session

$500

  • 90 minute video meeting with a Christian Certified Financial PlannerTM to address one or two of your most pressing financial concerns
  • A follow-up email clearly detailing what was discussed, your options, our recommendations, and the next steps you need to take to accomplish your goals

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Begin the Journey

Schedule a Call