Our Services

We believe that everyone should be able to "have a seat at the table" and talk about their finances in a non-threatening, no-obligation environment.  When you contact us for a conversation, we will ask you to complete a simple questionnaire that gathers all of your information together in one place.  This exercise helps you get organized and prepared to talk and it allows us to have a conversation with you that focuses on listening - not fact-finding.  Instead of charging for a consultation, we simply ask you to come prepared.  If or when you decide to use our services, we would be very clear upfront about any costs involved with investing.  There is never a charge or cost to have a conversation with us.

Our firm specializes in helping individuals prepare for retirement.  No matter what phase of life you are in, we can help you plan for the future.  We offer personalized service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate planning, and preserving wealth.  We also offer Biblically Responsible Investing, which allows you to invest according to your values.