Guides

Your Guide To REtirement
Nearing retirement? This is an excellent resource to help you create a retirement plan. We discuss tax and investment strategies to consider along with how to prepare emotionally for this big change in your life. 
Biblical Stewardship and Generosity Guide - No Email Required
The Bible has a lot to say about money. Primarily that God owns it all and we are stewards of the wealth he has given us. We've boiled down many principles of biblical stewardship into this guide.
The Cares Act - What's in it for you
This is our summary of the relief efforts made available through The CARES Act. When you subscribe to download this guide we will also update you on any new economic stimulus bills that are passed.
Small business Owner COVID Guide - No Email Required
For small business owners, 2020 has been tough. We are giving away this guide without an email address. It was created by Financial Planners, Tax Advisors, Lawyers, Marketing Professionals, and More!
Small Business Owner - Retirement Plan Guide
We hate to see small business owners sold into permanent life insurance policies as an "investment" option. You have many more options for retirement and tax-deferred savings as a business owner. 
Money Happiness Guide
Money can be one of the most stressful things in people's lives. Or, you can follow the scientific research on how to use your money to grow your happiness. We've boiled down the research for you.

Recorded Webinars

Three Dimensions of Values-Based Investing Webinar
​Large numbers of investors are realizing that aligning their values with their investments is both right and smart. Since values already drive other aspects of our lives, it makes sense that they would inform our investment decisions as well. In addition, a growing body of evidence suggests that we can invest with a conscience while also pursuing our personal financial goals.
 
In this special webinar event, we explore answers to the questions, “What is values-based investing?” and “What are the benefits of investing with our values in mind?” 

Tools

Complimentary Portfolio Review
We are happy to do a complimentary portfolio review for you. You can schedule your review online, here. You'll be asked to upload some information about your investment portfolio. Then we can schedule a time to review our findings. We can help you review hidden fees and costs in your investments, overly aggressive or overly conservative allocations,  overlapping strategies, or other tax efficient options that may help your investment strategy. 
Online Financial Planning Portal
Get access to our online planning software. Track your network, view all your accounts in one place, create a debt reduction plan, and more. 
Online Risk Tolerance Assessment
One of the biggest factors you need to consider in your investment portfolio is your Risk Tolerance. 
  • How much risk do you want to take?
  • How much risk do you take in everyday life?
  • How much risk can you afford to take?
  • Hoe much risk do you need to take?