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Christian Financial Life Coaching

What’s in it for you?

People who manage their financial life according to biblical wisdom will experience:

  • Contentment even in difficult economic conditions or personal circumstances because they have an eternal, heavenly perspective.
  • Confidence in their decisions because they follow timeless and relevant biblical principles.
  • Communication and clarity on priorities, goals, and processes that lead to effective decision making and maximized return on life.
  • Consistency between beliefs and behaviors that eliminates regret and negative thoughts and emotions.

Learn more about Coaching

Asset Management

To make the most of your hard-earned assets, it is critical to understand and manage investment risks and create a portfolio tailored to your needs. On top of basic financial goals, an increasing number of investors are looking to invest in companies that align with their values. There are a growing number of mutual funds and managed accounts that intentionally invest in companies that are creating value for employees, communities, and the world…and benefiting shareholders at the same time. It’s also possible to avoid investing in busienss activities that you may find objectionable (such as tobacco, pornography, gambling, abortion, etc.)

You can apply the same principles of sound investing (diversification, asset allocation, risk managment) and keep a clean conscience at the same time. You don’t have to choose between your integrity and being a prudent investor.

Financial Planning

Are you looking for help in planning for your financial future? Financial planning is the process by which you can tell your money where to go based on your values, priorities and goals.  Planning helps you define what’s most important to you when it comes to your money. Working together with a trusted professional, you can develop and implement a strategy to guide you in using your resources effectively. Financial planning can give you the confidence of knowing you are on track to achieve your goals by monitoring your progress and making adjustments along the way.

Common financial planning topics include:

  • Investment Analysis
  • Retirement Needs Analysis
  • Current Financial Situation Overview
  • Charitable Gift Planning
  • Cash Flow/Budget Analysis
  • Insurance Review or Risk Assessment
  • Estate Planning Service

Speaking

Are you looking for help in planning for your financial future? Financial planning is the process by which you can tell your money where to go based on your values, priorities and goals.  Planning helps you define what’s most important to you when it comes to your money. Working together with a trusted professional, you can develop and implement a strategy to guide you in using your resources effectively. Financial planning can give you the confidence of knowing you are on track to achieve your goals by monitoring your progress and making adjustments along the way.

Common financial planning topics include:

  • Investment Analysis
  • Retirement Needs Analysis
  • Current Financial Situation Overview
  • Charitable Gift Planning
  • Cash Flow/Budget Analysis
  • Insurance Review or Risk Assessment
  • Estate Planning Service
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