As clients build towards financial freedom, we help them focus on three key questions in the process:

Client Centered
  • Who Owns It? (Nurture a Stewardship Mindset)
  • How Much is Enough? (Developed Through Financial Planning)
  • Is the Next Steward Chosen & Prepared? (Passing On a Legacy)

How financial decisions are made and resources get used serve as a tool, test & testimony in our lives.

“Don’t live by default, live by design” -Marcus Bieschke