Who We Work With

35-50 married with young children

Over $100k in household income

We don’t have the time to pay attention to our finances, can you help us?

55-65 married with children

$1-$5 million in investments

How do I turn my assets into a paycheck and will that paycheck be enough to live on?

Have a mission and funds but not sure how to be good stewards with funds

Have $500,000 - $5,000,000 in investments

How do we use this money to the work God has called us to do?

70-85 married with adult children

$3-10 million in investments

How can I use my resources to help my children and the charities we support?

Attempted to create their own financial plan but did not complete it or follow it

Invested their own money but made emotional mistakes

We need a partner to help guide us

Saved primarily in their employer plan

We need a partner to help guide us

Will our retirement income be enough to last for our lives?

Teachers

40-65 married with children

Are we saving enough?