Building Confidence
Shortly after your initial meeting with our financial advisor, we’ll take a deeper look into your finances. After collecting your financial information, your advisor can provide a current snapshot of your overall financial position. Our advisors focus on where your money is going through living, giving, owing, and growing.
From here, your advisor can walk you through how your values align with your current finances, what gaps exist, and the potential paths you can take to reach your financial goals.
Our intent is that you can walk away from this meeting with confidence, while you look at your life one year, five years, and twenty years from now and be able to answer three key questions:
- Do I believe God owns it all?
- Do I believe I have enough?
- Is the next steward chosen and prepared?