For Individuals

For those with assets above a certain threshold, we have developed and refined a process that helps believers put the financial pieces into place. We call it “Steps for Stewards”. 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 your personal financial homepage
  • Evaluating your cash flow
  • Evaluating your risk tolerance
  • Investing in suitable mix of assets
  • Planning for your golden years
  • Confirming your house is in order (Estate Planning)
  • Managing your risk through insurance
  • Optimizing your tax situation