Let’s See If We’re A Good Fit

We do our best work with early & mid-career Christian investors & business owners.

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Request Your Free Assessment

Questions We’ll Answer…

✔️Are you taking the right amount of risk?

✔️Are you using your income wisely?

✔️Do you have the right mix of investments?

✔️How much wealth do you need to make work optional?

✔️How can you improve your tax strategy?

 FAQs

  • We deliver a one page financial assessment to help you answer 5 big questions:

    #1 Are you comfortable with your risk level?

    #2 Are you using your income wisely?

    #3 Do you have the right mix of investment assets?

    #4 What's your target wealth for financial freedom?

    #5 How can you improve your tax strategy?

  • This free assessment is for investors & retirees in their 30s-50s.

  • We take into consideration where you and your business are in your growth journey. Typically, we charge a flat financial planning fee and/or an assets under management fee.

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  • We focus on delivering wealth and retirement planning that is bespoke and proactive. Our tailored approach includes the use of both quantitative financial data(financial planning software, calculators, etc.) and qualitative behavioral finance data (Behavioral finance assessments) to create unique plans that cater specifically to entrepreneurs, business owners, and equity owning executives.

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  • Our firm maintains an ongoing & proactive service calendar & communication schedule. We monitor and manage the core aspects of a wealth & retirement plan, ensuring alignment with our client's goals.

  • Our investment philosophy centers around personally optimizing & executing diversified portfolios. We professionally manage and adjust the portfolios to fit the fundamentals of a holistic wealth and retirement plan, including investment management & planning. Our goal is to keep it simple.

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  • Yes, tax planning is a core aspect of our services, and it is integrated into the overall financial plan to help our clients understand and optimize their tax obligations.

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  • We focus on monitoring strategic pillars within our executives wealth & retirement plans. Our wealth management services cover a wide range of aspects, including net worth, budgeting & cash flow, liquidity, debts, investment management & planning, retirement plans, taxes, estate planning, children & charity considerations, insurance & protection, business & cash flow, and behavioral finance.

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  • Our firm uses advanced technology and tools that enable us to manage your portfolio efficiently, providing real-time insights and robust portfolio analysis.

  • Security is paramount in our approach. We primarily recommend clients use Altruist to custodian their investments. We employ best practices, protocols, and technologies to ensure your investments are secure.

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