Our journey

Our team had a nice, comfortable, fairly traditional-looking financial planning practice. We managed money, delivered investment advice, sold insurance, and had a bunch of letters behind our names. During this time, God was showing us over and over again that the real fruit of relationships was advice delivery.

And not just delivering generic solutions from a text book, but seeking the unique path that God had placed inside each of our clients. Drawing out their dreams and deepest desires. Taking time to build authentic and genuine relationships. Using emotion as much as logic to drive our advice. Serving in a role more like a mentor and teacher, providing clients with the resources they need to move forward without us.

A terrible model for long term business, but a unique and empowering model for those that we serve. We are not the solution for our clients, we are a piece of the path that helps guide them and their team to their ultimate destination.

Some roles we have served in

  • Comprehensive Planner

    Individual & family planning on a wide rage of topics like budgeting, retirement, investments, insurance, estates, taxes, and (our personal favorite) philanthropy.

  • Team Quarterback

    Many of our clients already have great advisors in specialties like investments, tax filing, or legal. We collaborate well to bring all the silos together.

  • Fractional CFO Services

    Whether for a single project, or a period of time, we bring expertise in areas such as cash flow management, financial projections, capital raising, M&A, GAAP and more.

  • Advisory Board

    Filling a need from a higher-level vision, mission, values perspective. Whether the business is just starting out, or reorganizing, our team provides valuable insights and can help cast vision in this role.