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THE BLOG

How to Find a Financial Advisor (And Choose the Right One for You)

Looking for how to find a financial advisor that actually understands your goals, values, and financial situation? It can feel a little overwhelming, especially if you’re not quite sure what to look for. But the right advisor can make a huge difference in helping you reach your financial goals.
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Figures of a family next to a protection symbol

Building A Financial Plan (Part 3) – Protecting What You’ve Built

No matter how well you budget, save, and invest, unforeseen events—illness, disability, lawsuits, or death—can threaten your financial security. The good news? You can protect what you've built through proper insurance coverage and a solid estate plan.
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Person adding with calculator and laptop

Building A Financial Plan (Part 2) – Net Worth

This step looks at your net worth. You probably already know, but for those who may want a refresher, net worth is simply all of your assets (money, investments, property) minus everything you owe (mortgage, loans, credit cards).
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Person counting cash and budgeting.

Building A Financial Plan (Part 1) – Cash Flow

This is the first in a series of articles that walk through the process I use with new clients as I build an initial financial plan. My hope is that you can use this to start building your own plan and that it allows you to be a better steward.
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Family at kitchen table.

Transitioning to One Income: A Guide for Families Considering a Stay-at-Home Parent

As young families, one of the most significant decisions you can make is determining how to balance your career and family life. There are more dual-income households than ever before. But in today’s fast-paced world, those demands can be hard to balance with the life you want for your family. It seems impossible to do it all. I find a lot of families asking the question: “Can we afford for one of us to stay home with the kids?”
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Family Financial Planning

Understanding Financial Planning: A Guide for Christian Families 

Financial planning can seem overwhelming, especially for young families balancing competing priorities, growing incomes, and the demands of modern life. However, taking a thoughtful approach to managing your finances is
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