Financial Planning in Three Steps

We help you to develop a dynamic wealth management plan by following a process and some basic principles to financial freedom.

Client Centered

1 – Fully Assess and Monitor Current Financial Situation

  • Financial planning tools, such as Emoney, Money Guide Pro and Riskalyze, complement detailed one on one time with the client and are utilized to help review assets, liabilities, cash flow & safety nets/insurance.

2 – Establish a Finish Line

  • When is Enough Enough?
  • Review or Establish Goals, Dreams, Values, Passions & God-Given Purpose

3 – Plan How to Get From Here to There (Six Principles of Financial Freedom)

  • Have a Stewardship Mindset
  • Effectively Manage Income/Cash Flow
  • Minimize Your Debt
  • Build Liquidity (Safety & Margin)
  • Think Long-Term with Goals & Investing
  • Engage in Strategic Giving – Make a Difference

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