Stewardship for ministry leaders, missionaries, and the ministries they serve.
We walk alongside two kinds of clients here: people in vocational ministry stewarding their personal finances, and the churches and nonprofit organizations stewarding the resources God has placed in their care. Both deserve advisors who understand the calling and the unique financial provisions behind it.
Whether the calling is yours or your organization’s, we walk it with you.
Our work in this space falls into two clear tracks. The first serves the people called to ministry. The second serves the ministries themselves. Each has its own questions, its own provisions, and its own kind of stewardship. Find your path below.
“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”
1 Peter 4:10
For the People Called.
Personal Planning, With Ministry in Mind.
Pastors, ministry staff, missionaries, and faith-driven givers face financial questions most advisors can’t answer correctly. Housing allowance optimization, 403(b)(9) plans, accountable reimbursement, support raising, cross-cultural compensation, and giving strategy aren’t edge cases for us. They’re central to the work. We help you build a personal plan that honors the calling and its unique financial provisions.
What We Help With
- Clergy housing allowance planning
- 403(b)(9) and 403(b) coordination
- Missionary support and savings strategy
- Accountable reimbursement plans
- Charitable giving and Donor Advised Funds
- Retirement and legacy planning
For the Ministries Themselves.
Organizational Stewardship, Biblically Aligned.
Churches, faith-driven nonprofits, and ministry organizations face stewardship questions individuals don’t. How are reserve funds invested? Does the portfolio reflect the mission? What does the board’s investment policy actually require? We work with church boards, executive teams, and nonprofit leaders to align organizational assets with biblical values, reduce friction with donors, and bring clarity to the financial decisions that shape ministry operations.
What We Help With
- Reserve fund and operating account review
- Endowment and long-term asset planning
- Investment Policy Statement guidance
- Biblically aligned portfolio screening
- Board-level financial education
- Donor-aligned giving and DAF coordination
Four ministry finance mistakes worth catching.
Most generic financial advisors don’t work with churches, missionaries, or pastors regularly. The result is a set of common, costly oversights that we’re trained to catch and resolve. For the personal side of the fourth one, see our Christian retirement planning page.
An Under-Used Housing Allowance
For Pastors and Clergy
Many pastors leave significant tax savings on the table because their housing allowance was set too low or never updated. We help review and document the allowance properly so the provision works the way Scripture and the IRS intended.
Ministry Funds Invested Against the Mission
For Organizations
Most reserve funds and endowments sit in standard portfolios that hold companies the ministry would never publicly endorse. We screen organizational portfolios through the Inspire Impact Score so the assets reflect the mission they’re meant to support.
A Board With No Investment Policy
For Church and Nonprofit Leaders
Many ministry boards make investment decisions without a written Investment Policy Statement. We help draft and refine an IPS that reflects the mission, manages risk responsibly, and gives future boards a faithful framework to inherit.
Missionaries With No Retirement Plan
For Cross-Cultural Workers
Missionaries serve sacrificially and often arrive home with no real retirement savings. We help build savings and retirement strategies that fit irregular income, support raising, and the unique tax situation of cross-cultural service.
You might also want to see…
Biblically Responsible Investing
See how the Inspire Impact Score screens a portfolio, the same screening we use to align reserve funds and endowments with your mission.
Explore Biblically Responsible InvestingComprehensive Financial Planning
For pastors, staff, and missionaries: see how personal planning fits into a complete, seven-step financial plan.
Explore Financial PlanningHave More Questions?
Read common questions about working with a Christian financial advisor, our fees, and how we serve ministry clients.
Read the FAQ
Faithful counsel for the people, and the work, that serve the kingdom.
Whether you’re a pastor planning your personal finances, a missionary stewarding support, or a board reviewing the ministry’s investments, the right place to start is a conversation. There’s no cost and no pressure, just clarity on where you are and what comes next.
Planning your own finances around a housing allowance, support raising, or a 403(b)(9)?
Plan My Personal FinancesReviewing reserve funds, an endowment, or your board’s investment policy?
Start Our Organization’s Review“Well done, good and faithful servant. You have been faithful with a few things; I will put you in charge of many things.”
Matthew 25:21