Financial Planning

Financial planning is making sure you have a plan on how to use your money to accomplish both your short-term needs and long-term goals. We believe in a few basic Biblical principles that will help you build on a firm foundation:

  1. Spend less than you earn
  2. Build margin through saving and investing
  3. Minimize debt
  4. Give generously
  5. Set long term goals

Once a comprehensive plan is put in place this should be your map for making wise financial and investing decisions. We strongly encourage our clients never to make investment decisions without first developing a financial plan that will determine the objectives of the investment decisions.