Fee Only Fiduciary Christian Financial Advisor
Integrated financial planning, tax preparation, and investment management for busy Christian professionals and families in their 30’s & 40’s - all for one transparent flat fee
Are you tired of generalist financial advisors who have large asset minimums or don't really advise around the entire picture? Us too.
Who We Help
We help those wanting to partner with somebody they trust so they can maximize every piece of their financial puzzle, strategically balance competing financial priorities, and live with greater calling, peace, and confidence.
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How We Help
We serve as a Household CFO for your family's complete financial picture. We are a fiduciary financial advisor at all times so 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 and onboarding process is casual, intentional, non-stuffy, and there's no awkward sales pitches or product-pushing. We work with clients locally in Aurora, CO and nationwide through virtual technology.
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How We Get Paid
We believe in simple, transparent fees that are based on value provided rather than an arbitrary AUM percentage. We believe our fee-only pricing model reduces as many conflicts-of-interest as possible.
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