Financial Planning

How to Maximize Your Business for Kingdom Impact: Part 3

How to Maximize Your Business for Kingdom Impact: Part 3

Are investors really responsible for the unintended consequences of their choices? Many investors are solely putting their money into “the market,” and don’t ever consider that what companies do and don’t do could be part of their responsibility. Think about how Jesus taught. Every choice we make determines which Kingdom we are nurturing.

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How to Find Unity in Differing Financial Personalities within Marriage

How to Find Unity in Differing Financial Personalities within Marriage

Do you find yourself having frequent conversations surrounding finances with your spouse? What about none at all? Finances are a common point of contention in many marriages. It’s not something to be ashamed of, but it doesn’t have to be something you live with either. We believe it’s important for client couples to be on the same page regarding their finances. Here is why this matters and what we do to encourage unity! 

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Why You Need a Financial Advisor: Tax Planning Benefits

Why You Need a Financial Advisor: Tax Planning Benefits

If you’ve worked hard to build up significant wealth for you and your family, the last thing you want to do is start giving pieces of the pie away to third parties. Tax planners, financial advisors, legal experts, and other professionals in the financial sector all want to be a part of your portfolio management. While it may be tempting to do it yourself (or at least as much as you can), there are many reasons why having a financial advisor is in your best interest.

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How to Maximize Your Business for Kingdom Impact

How to Maximize Your Business for Kingdom Impact

For any Christian investor, Scriptural beliefs drive everyday decisions, both big and small. How you conduct yourself, shop, raise your children, and structure your business are all modeled after Biblical teachings. The Bible offers instructions for just about every aspect of your life, including the way you invest. But the most important truths are hidden where you might not suspect. 

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How Much of My Wealth Should I Leave for My Children & Charity?

How Much of My Wealth Should I Leave for My Children & Charity?

For those who have children, the urge to protect and provide for them never ends. Even as they grow into adults and start building their own lives, we still want to ensure they never go without the things they want and need in life. However, when it comes to estate planning, is it wise to give your children everything you own as an inheritance?

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