Build An Intentional Plan — Aligned with God's Purposes
Unified investments, taxes, cash flow, retirement planning, and more for busy Christian families earning $300,000+ — all for one transparent flat fee
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Who We Help
We help those wanting to partner with somebody they trust so they can maximize every piece of their financial puzzle, strategically balance competing financial priorities, and live with greater calling, peace, and confidence.
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How We Help
We serve as a Personal CFO for your family's total net worth and cash flow. We are a fiduciary financial advisor at all times so your best interest is ALWAYS our best interest and aligns the advice we give with what you need most.
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Our Process
Our discovery process is non-stuffy, informative, and free from product-pushing. You’ll gain a clear understanding of how we work together before making any commitments. We serve clients locally in Central Park, CO, and nationwide through virtual technology
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How We Get Paid
We believe in simple, transparent fees that are based on complexity and value provided rather than an arbitrary AUM %. We believe our fee-only pricing model reduces as many conflicts-of-interest as possible.
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