Personal Financial Planning
Without a trusted partner and a plan, the path to wise financial stewardship can feel overwhelming. We want to partner with you to help you succeed as a manager of God’s resources. We guide you on the path towards financial intentionality as you become the informed, content, and generous steward you were meant to be. It is also paramount that you consider your investment strategy and your tolerance for investment fluctuations as you seek to accomplish your plan goals.
Determine Your Tolerance for Investment Fluctuations
Investing in the stock market can feel a lot like driving down a curvy, bumpy, hilly highway. Some people are comfortable taking the investment market "highway” at a high rate of speed, others are more comfortable creeping along the highway slowly. We ask our clients:
- Have you ever been concerned about your potential for investment losses or gains?
- How deep will your market “potholes” be?
- How fast are you willing to take the market “twists and turns”?
Asking these questions helps our clients determine their “speed” as they navigate the market highway. Take our risk questionnaire to determine how fast you want to drive down the investment market highway.
Our Three-Step Process
With our simple process, you will prioritize your financial goals so they align with your values, allowing you to experience less worry and greater contentment.
You will identify and quantify your financial goals during our consultations together.
You will benefit from specific recommendations based upon your plan, needs, and goals.
You may choose ongoing financial planning and support so you are always informed.