.png)
John 3:16
What if i want to change my financial advisor because i am not happy?
Financial planning is a service and you have every right to make a change. If you are looking for something different or need a second professional opinion, sign up for our Good Faith Review where we will:
Establish or reestablish financial goals
Identify Financial Threats, Opportunities and Weaknesses
Perform a 35-point Financial Health Analysis
Review Investment allocation, risk, and fees
$1498
No Minimums
Proverbs 21:5
Learn how to manage your finances like a true Christian and reduce your investment risk.
We identify every known dollar and assign a steward to carry on your legacy. Biblical Financial Planning is the willingness to manage your finances and resources based on the principles and teachings based on the Bible. With our One-Time Christian Financial Plan, we create a framework to build and fulfill your stewardship obligations as a child of God.
Full Comprehensive Financial Plan
Unlimited Financial Plan Updates for One-Year
8 meetings with a Certified Private Wealth Advisor®️ professional
Investment risk tolerance and Fee Review
$2998
No Minimums
Luke 12:15
is it worth hiring a Christian financial advisor?
The fear of running out of money and making a bad financial decision with your retirement is real. Partner with a Christian Financial Advisor with over 12 years of experience who will help you find opportunities to grow and protect your wealth every step of the way. Services include:
Comprehensive Financial plan with Client Portal
Unlimited Financial Plan Updates
Unlimited Access to a Certified Private Wealth Advisor®️ professional and Enrolled Agent, tax advisor
Guided one-on-one help implementing your plan
1% Assets Under Management
$750,000 minimum investable assets
Pricing and Features
The Upper Hand Christian Financial Plan
$2998
-
Comprehensive Financial Plan
-
Strength, Weaknesses, Opportunities, and Threats (SWOT) analysis
-
35-point Financial Health Report
-
Investment Review
-
8 meetings with a Certified Private Wealth Advisor®️ professional
-
Fee and Expense Report
-
Electronic report of results
-
Goal Setting
-
Investment Account Rebalance
-
Retirement & Estate Planning
-
Unlimited Financial Plan Updates for One-Year
Personal Certified Private Wealth Advisor®️ Professional
1% of Assets Under Management*
-
Comprehensive Financial plan
-
Unlimited Financial Plan Updates
-
Unlimited Access to a Certified Private Wealth Advisor®️ professional
-
Identify Gaps/Opportunities in Financial plan
-
35-point Financial Health Report
-
Investment Management and Reviews
-
24/7 Client Portal Access
-
Review Beneficiary/Transfer on Death (TOD) designations
-
Verify automatic contributions or distribution arrangements
-
Insurance review: property, casualty, and life
-
Employee Benefits Review
-
Establish Investment Policy Statement
-
Budget creation/review
-
Risk Tolerance review
-
401k/403b/IRA/Roth IRA/Pension account reviews
-
Annuity Review
-
Account consolidation
-
Create A Debt Management Strategy
-
Power of Attorney review
-
Medical Proxy
-
Update Account Titling
-
Private Customer Vault
-
Investment Rebalancing
-
Qualified Charitable Donation distributions
-
Required Minimum Distribution (RMD) review
-
Social Security Analysis
-
Cash flow analysis
-
Income and Expense reports
-
Goal Setting
-
Strategy Implementation
*You pay a quarterly fee based on the total value of the assets we manage for you. This fee is calculated as a percentage of your Assets Under Management and is tiered. Therefore, you never pay more until you make more.