Our team of financial planners in Harrisonburg, VA. provides advice and wealth management rooted in Biblical principles to promote good stewardship, enhance clarity, and create a positive impact on our families and the world.
Who We Serve
Individuals & Families
You are seeking tailored advice to make sure you are doing the "right" thing. Our typical client has many irons in the fire. Many are in the middle of raising young children, navigating career moves, or caring for elderly parents. While all of these are pressing concerns, don't allow your plan to be put off to the side.
Business Owners
You are transitioning your role from working "in" the business to working "on" the business. If your desire is to create an outstanding company culture where employee retention is a key concern, we're here to help.
Retirees
You are now enjoying the fruits of your labor after a long career and need a caring guide to ensure you carefully navigate income needs, social programs, and legacy needs. Our advisors are experienced in helping clients develop a plan for Social Security maximization and Medicare premiums.
ABOUT US
What You'll Discover
You will gain perspective and create clarity in your decision-making, and develop a roadmap that allows you to live purposefully.
Since 2011
Households Impacted
Individuals Retired
What We Do
We partner with you to connect your values and goals to your life’s journey.
Financial Planning
Stewarding your finances wisely can be hard. Having a financial plan in place will provide confidence and clarity that you are doing the “right” things.
Wealth Management
We provide conventional wealth management strategies with a speciality in Biblically responsible investing. We partner with you to help manage and grow your wealth.
Your Legacy
We believe that wealth should be used to impact those we love and care about today and in the future.
Tax Planning
With the certainty taxes play on our financial life, having a plan to minimize taxation over your lifetime is important. Whether you’re an employee or a business owner, our expertise can provide a tax strategy that makes sense for you.
Our goals:
We want to know exactly how we can help you before you pay a fee or have us manage a dime of your nest egg.
Why Choose Us?
With endless choices available, what sets us apart?
Our complimentary “Think On It” process will provide you the answers to four major questions:
Am I being as tax-efficient as I can be?
Am I keeping as many dollars in my pocket as I can?
Is my investment portfolio reflective of my goals and values?
Is the uncertainty of my future planned for?
Our process is best suited for business owners and individuals nearing retirement and is designed to give you a financial roadmap with no costs and no obligations from you.
Our Process
"Think On It"
Establish
A quick, 20-minute phone call to see if we are a good fit. If not, we’ll get you connected to another professional – no problem!
Explore
If we’re a good fit, we’ll dive deeper and conduct a high-level audit of your financial situation. We hope to explore the various different paths we can take to get you to your goals!
Equip
During this meeting we will explain, in plan English, exactly what you need to do to achieve your goals. At the end of the meeting, we will ask if you’d like to begin working with our firm, and give you time to Think On It.
Don't Just Take Our Word For It!
We both know it’s God’s money & we
are just being good stewards.
