APPROACH

 

THE PLAN

  • Gather Data
  • Identify goals and dreams
  • Identify current issues
  • Create strategic plan
  • Execute plan through transparency and accountability

 

THE TOPICS

  • What God Says About Money
  • Budgeting
  • Debt
  • Asset Protection
  • Saving & Investing
  • Estate Planning
  • Retirement
  • Charitable Giving

THE COST

  • Cost is determined by ability to "pay it forward"
  • No payment is requested from a client at the start of counseling 
  • One or more of the 8 topics are molded into a practical plan for the client
  • Financial counseling sessions are private and tailored to each individual client's needs 
  • Multiple sessions foster comprehension of concepts