Our Approach

We take great satisfaction in guiding purposeful clients to informed financial decisions, good stewardship, and financial contentment.

We do this by working together with our clients to explore their financial goals and move meaningfully toward each of them, navigating life’s transitions as we go. We’re also there to provide perspective to help strengthen their financial situation and direct them toward contentment in every aspect of their financial lives. As Christian financial advisors with deeply held values and beliefs, our work is rooted in dedication to Biblical principles and always putting our clients’ needs first.

All of this drives what we do: we provide financial guidance to people who want to attain and maintain a well-ordered financial life.

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Background and qualification information is available at FINRA's BrokerCheck website


Client Satisfaction 5.0 out of 5 rating based on 3 reviews 100.0

 
 

Do you know your tolerance for investment risk?

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)