Life. Faith. Finances. UNIFIED.
You don’t need more information. You need a clear Plan.
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Who We Help
We help busy Christian families who are juggling careers, kids, volunteering, hobbies (you know, LIFE) and want to delegate the stress of financial decision-making and executing financial to-do's to a trusted guide.
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How We Help
We serve as a Personal CFO for your family's entire financial life and all the "what-if" questions you have. We are a fiduciary financial advisor at all times which simply means your best interest is ALWAYS our best interest and aligns the advice we give with what you need most.
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Our Process
Our discovery process is non-stuffy, informative, and free from product-pushing. You’ll gain a clear understanding of how we work together before making any commitments. We serve clients locally in Central Park, CO, and nationwide through virtual technology.
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How We Get Paid
We believe in simple, transparent fees that are based on complexity and value provided rather than an arbitrary % of your assets. We believe our fee-only pricing model reduces as many conflicts-of-interest as possible.
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