We provide financial guidance from a biblical perspective to help our clients attain financial freedom and empower them to invest with their values. Using several data feeds, we are able to screen companies and identify their business ethics, both in how they profit and how they do business. This often eye-opening process allows us to show our clients that they can be conscientious about the types of industries in which they are investing.
Once clients discover what they have been investing in, they often seek change in their portfolios. We help by showing them alternatives to their current investments, as well as look for ways to diversify their assets, and improve their over-all investment health. When you invest with your values, you are also encouraging positive change in how businesses operate.
Once clients discover what they have been investing in, they often seek change in their portfolios. We help by showing them alternatives to their current investments, as well as look for ways to diversify their assets, and improve their over-all investment health. When you invest with your values, you are also encouraging positive change in how businesses operate.
Services
Life has a funny way of unfolding. For a majority of my college career, I was poised to start a career as a healthcare professional. I wanted to help people in an impactful way through my expertise and care. It turns out, that healthcare wasn't where I would end up. Coming home from college, I was approached by a former leader from my church.
The first meeting will be focused on getting to know you. We want to discover what you care about, what your needs are, what your goals are, and what keeps you up at night. No specific advise will be given at this step because we want to take the time to digest what we learned and create solutions for you.
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