Managing your money doesn't have to be overwhelming and confusing.

Life comes at you fast. When it does, you need a financial plan in place that can handle it.

Our team of Christian financial advisors will help you develop a strategic financial plan that makes sense of your portfolio guided by Christian values.

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Breathe Easy.
​A Life Free from Financial Stress Awaits.

A brief explanation of how our process helps people like you become better stewards over your finances.

We aren't trying to sell you anything except peace of mind.

Our fee-only model means that the only product we sell is your financial stability and freedom. We know you want to be a good steward of your resources while also being a generous giver.

Our expert advisors help you balance responsibility and generosity in a way you can feel good about-without the sales pitch.

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Services

COMPREHENSIVE FINANCIAL PLANNING

Steward your finances well through independent financial advice.​

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FEE-ONLY INVESTMENT MANAGEMENT

We have no products to sell or account minimums, so we can work with all people.​

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TAX PREPARATION

Timely and accurate tax returns filed with advice from our professional tax advisors.​

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We provide a holistic approach through financial planning services that ensure you gain a comprehensive understanding of your overall financial situation.

Investment Management

Custom Portfolio Recommendations
401(k) / 403(b)
Investment Location Strategies
Unbiased Investment Advice

Tax Prep & Planning

Tax Preparation Services
​Advice on Tax Efficiency
​Reducing Tax Burdens
​

Retirement Planning

Withdraw Strategies
Retirement Investment Vehicles
Pension Analysis
​When to Retire/Projection

Insurance Analysis

Life Insurance Needs
Disability Insurance
Health Insurance
​Long Term Care

Cash Flow & Goal Planning

Savings Allocation & Budgeting
Debt Strategies
Student Loan Analysis​
Charitable Contribution Plan

Estate Planning

Estate Document Review
Estate Structure Review
Estate Planning Coordination
Beneficiary Review

Ready to Flourish?

Don't wait! Take control of your finances now.

Step 1: Schedule a Call with an Expert Advisor

Step 2: Build Your Financial Plan

Step 3: Live a Flourishing Life of Stewardship

Stop worrying about money and develop the flourishing life of generosity that God desires for you instead!

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Get Your Free Generosity Workbook Now

Embark on a transformative journey toward a more generous and purposeful life with our free Generosity Workbook. This invaluable guide goes beyond financial measures, and is your compass for your journey to greater generosity. 

Download your workbook and unlock:

• A Biblical understanding of stewardship and generosity
• Learn to recognize the barriers to generous giving and how to overcome them
• A Generosity Matrix that reveals how to become good stewards over your treasures, time, and talents
• Practical guidance for giving from experienced financial advisors
• And much more!

Download your free Generosity Workbook and discover the power of Biblical stewardship and generosity in your own life!

Thank you!

Check your inbox for your guide! It may be in your promotion or spam folder... Hopefully not, but you better check.

If You're Waiting for a Sign, This Is It.

Don't wait for a major life change to start managing your finances responsibly.
​Take action now to direct your finances in a godly way and leave a legacy of good stewardship for generations to come.​

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SDG Financial Planning, LLC (“SDGFP”) doing business as Flourish Financial Planning is a registered investment advisor offering advisory services in the State[s] of [State(s) of Registration] and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, SDG Financial Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SDGFP does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall SDGFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if SDGFP or a SDGFP authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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