Expert guidance for your financial stewardship journey

Comprehensive financial planning

Basic Planning Services

  • Cashflow review, budget and savings strategy

  • Tax withholding and estimated payment review

  • Retirement planning

  • Home purchase planning

  • Insurance coverage review

  • Charitable giving tips and strategies

  • Account ownership and estate document assessment

  • Employer retirement plan allocation proposals 

  • Children’s education and launching strategies

Advanced Planning Services

  • Property sale and purchase planning

  • Backdoor Roth IRA / Roth 401k strategy

  • Equity compensation (ESPP and RSU) strategies

  • Stock option (NQO and ISO) planning

  • Capital gain and Roth conversion planning

  • Pension and Social Security election decisions 

  • Retirement income planning and strategy

  • Inheritance and estate planning

Couple enjoying a playful piggyback ride on a sandy beach, representing trust, joy, and a faith-driven financial partnership.

Biblically responsible investing

Discover how your current portfolio is invested from a biblical-values perspective. Faith-based investing is not just looking at the financial aspect of a company, but also the moral aspect.

Inspire’s unique methodology

The Inspire Impact Score is a simple, numerical score that rates companies based on their alignment with biblical values and the degree to which they operate as blessings to their customers, communities, workforce, and the world.

Portfolio strategies that align your faith and financial goals

We leverage our affiliation with Inspire Investments to deliver high-quality portfolios, diversified across:

  • Asset class (stocks, bonds and cash)

  • Geography (US, developed international and emerging markets)

  • Economic sector (consumer staples, technology, industrials etc)

  • Market-cap (large, mid and small capitalization)

Align your finances with your faith, gain confidence in your stewardship journey, and experience the contentment that comes from an advisory practice that guides you with wisdom and grace.