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Sometimes we need someone to walk with us through life and help us along the right track.

As your personal CFO, I will help you manage your day-to-day finances and build a plan for the future.

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WHAT TO EXPECT

Built With You in Mind

My services are intentionally designed for busy families whose financial needs extend to every aspect of life. That is why I offer ongoing financial planning, investment management, and life planning services as part of a comprehensive approach. In addition to meeting at regular intervals, you have unlimited access to me as your personal CFO to support you along the way.

After completing the initial planning process, we will continue to meet as needed throughout the first year to implement the recommendations. Starting year two, we will plan to meet 2-3 times each year as we track progress, address new life changes, and proactively plan for what’s ahead.

Purpose-Built Planning Process

Finances may be complicated, but my process is simple. I’ll break down the initial planning process into 3 focused meetings making each step approachable and empowering.

Step One – Get Organized

Your first meeting as a new client is dedicated to helping you get your financial life organized so that you feel in control.
✓ We gather all the necessary information to start building your plan.

✓ Set up your client portal and link your accounts to begin tracking your cash flow, investments, and net worth.

✓ Pinpoint where your money is going by reviewing or creating your personal budget and cash flow. .

✓ Organize and store all of your important financial documents in our shared vault.

Step Two – Gain Clarity

Craft a vision of your ideal life with clarity and Purpose. Before we can build your plan, we must identify the values that matter most to you and understand your philosophy towards life and money.
✓ This is about vision casting, not number crunching. It's a chance to envision the abundant life that God is calling you to live.

✓ Craft a family purpose statement and identify the core values and that will guide your priorities and decision making.

✓ Create specific goals that align with your vision of a purpose-filled life.

✓ Prioritize your goals to ensure you're always focused on what matters most.

Step Three - Be Intentional

Having laid the groundwork, this is where your plan starts to take shape. This meeting is all about collaborating to build your financial plan and outline your most important next steps.
✓ Understand where you are now and how it relates to your goals and ideal life.

✓ Review the initial plan and a summary of key takeaways.

✓ Walk through my initial recommendations broken down by priority so you know which to focus on first.

✓ Feel confident about next steps as I guide you through implementing you plan & offer accountability along the way.

ONGOING FINANCIAL PLANNING

Cash Flow Planning

Stewarding your income is more than just having a budget; it's being intentional towards paying down debt, enjoying life today, saving for your future, and giving towards eternal impact. Balancing those isn't always easy. I can offer guidance to ensure you're making the most of the money coming in.

Tax Planning

Taxes impact every area of our finances. I help you plan and implement strategies to help lower your taxes both now and in the future.

Generosity

Giving is a core component to stewardship and one of the most exciting areas of financial planning. I love to encourage my clients around giving – helping you discern how much is truly "enough" and how much you can leverage for eternal impact.

Retirement & Financial Independence

Let me help you make work optional. Whether you are planning for a traditional retirement, starting a new career, or reaching for financial independence as quickly as possible, there is a lot that goes into planning for your future.

Estate Planning

You are not too young to have an estate plan! Beyond specifying what happens to your physical & digital assets, it is crucial to have a plan in place designating who can act on your behalf, make decisions, and care for your children.

Insurance & Protection Analysis

No one likes to think about the worst case happening, but it is important to make sure you and your loved ones are prepared if it ever does. I will help you understand your risks and review your current protection to identify any gaps.

Cash Flow Planning

Stewarding your income is more than just having a budget; it's being intentional towards paying down debt, enjoying life today, saving for your future, and giving towards eternal impact. Balancing those isn't always easy. I can offer guidance to ensure you're making the most of the money coming in.

Tax Planning

Taxes impact every area of our finances. I help you plan and implement strategies to help lower your taxes both now and in the future.

Generosity

Giving is a core component to stewardship and one of the most exciting areas of financial planning. I love to encourage my clients around giving – helping you discern how much is truly "enough" and how much you can leverage for eternal impact.

Retirement & Financial Independence

Let me help you make work optional. Whether you are planning for a traditional retirement, starting a new career, or reaching for financial independence as quickly as possible, there is a lot that goes into planning for your future.

Estate Planning

You are not too young to have an estate plan! Beyond specifying what happens to your physical & digital assets, it is crucial to have a plan in place designating who can act on your behalf, make decisions, and care for your children.

Insurance & Protection Analysis

No one likes to think about the worst case happening, but it is important to make sure you and your loved ones are prepared if it ever does. I will help you understand your risks and review your current protection to identify any gaps.

INVESTMENT MANAGEMENT

I help you understand and build a portfolio for long-term growth that matches your values and objectives and aligns with your comfort level around risk. I don’t believe in timing the market, chasing returns, or finding the hottest stock tips. Instead, I offer investment management services based on a strategic and disciplined approach for growing wealth.

I offer:

Help developing your own investment philosophy and understanding what that means for how you invest

Portfolio reviews to give you insight on your current allocations, risks, costs, and performance.
Cash management strategies to ensure you have enough in reserves while still having your money work for you.
Ongoing investment advice for your entire portfolio including your 401(k), HSA, & company stock.

Purpose, Values, & Vision

Wealth isn’t just financial success, it is being able to live out your Purpose, Vision, and Values. I incorporate this framework into the Purpose-Built Planning process so that your financial plan can be a tool to help you build true wealth and your ideal life.
What's IncludeD

Family Meetings & Alignment

I offer tools and agendas to make family meetings easy and productive. Spouses can maintain healthy communication and proactive planning habits even in the chaos of daily life. Keep your family organized and on the same page as you seek to live out your Purpose.
What's IncludeD

Generational Legacy

Ensure family values are passed along as part of your legacy, and make sure that you are ready to take the baton from the previous generation.
What's IncludeD

LIFE PLANNING

PRICING

I keep my pricing simple & transparent.

I am a fee-only firm, which means I don't sell products or earn commissions.

My services are included in a simple planning fee starting at $6,000 annually and are based on complexity.

This includes investment management on assets up to $500k. Then just 0.60% on assets over $500k.

No asset minimum.

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Purpose, Values, & Vision

Planning in this area includes:

  • Craft your family Purpose Statement
  • Identify your core life values
  • Set SMART money goals as you cast a vision for your future.
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Family Meetings & Alignment

Planning in this area includes:

  • Quarterly family meeting agenda allows you to support each other, plan ahead, and make progress towards your goals.
  • My Alignment Snapshot tool lets you get a pulse on how you're doing across 8 different aspects of your life to help you be intentional and stay in alignment with where God is calling you.
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Generational Legacy

Planning in this area includes:

  • Tips and resources for teaching the next generation about stewardship and healthy financial decisions.
  • Facilitate intergenerational family meetings to help ensure alignment and understanding between family members.
  • Planning for your role in the caring for aging parents and preparing for transfers of wealth.