Financial Planning
Helping you live the richest life possible.
We approach financial planning a little differently.
To start, we don’t consider your money, well, yours. You’re a steward of resources that affect not only you, but also the lives of the people you love and the world around you. As advisors, it’s our role to provide principled counsel drawing from a worldview that takes more into account.
Secondly, we have a different definition of financial planning: the continuous, predetermined allocation of limited resources among unlimited alternatives.
Continuous – Our planning process is based on a long-term relationship and ongoing conversation about your evolving financial priorities.
Predetermined – The best money decisions are proactive and thoughtful, not reactive and emotional.
Limited Resources – Whether you have $500,000 or $50,000,000, your finite resources must be stewarded wisely.
Unlimited Alternatives – Decision making is all about tradeoffs, which become more complex and challenging as your wealth grows.
The Way We Work
A Handshake Starts Things Off On The Right Foot
We spend our first meeting getting to know you, your family, your values, your goals, and your expectations.
Looking Ahead to the Future
In our second meeting, we help you connect numbers to goals. After gathering your financial information, we walk you through our comprehensive planning software to affirm goals, identify where you stand today, and share our initial insights.
Principled Counsel
Lastly, we share our actionable recommendations. This might include investment strategies, estate planning considerations, tax planning opportunities, social security filing, insurance changes, and cash flow allocation.
Continuous Support
Once you complete the initial onboarding, we transition to semi-annual review meetings where we revisit your plan, update goals, and share changes based on new tax, estate, and investment opportunities.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Financial Planning Insights
The 4 Biggest Financial Mistakes of 2021 (So Far…)
As vaccines have been rolling out and case numbers dwindling across the country, 2021 seems to bring with it optimism and tentative relief. However, a significant amount of uncertainty still remains. To call 2020 a rough year is quite the understatement, and we learned the hard way that the unexpected can, and at some point…
New Year, New Questions
With a possible new president in the White House soon, many question how the tax landscape will change in the new year. Financial Planner Brian Cochran discusses how the government influences economic growth, monetary vs. fiscal policy, and reminds us that regardless of one’s net worth, money can’t provide for what is truly important.
The Risks of Social Distancing from Financial Advisors
Social distancing during the pandemic has also resulted in people distancing from real financial advisors. Brian Cochran of John Moore Associates discusses the trend toward “robo-advisors” that has been compounded by COVID-19 and what people are missing when they opt for a digital financial service over personalized expertise.
Small Businesses, Innovation, and the Future of the US Economy
The COVID-induced economic shutdowns have undoubtedly caused short-term harm to the economy, but I am not counting the US out just yet. The lasting impact of the shutdowns and the “new normal” are yet to be determined, but we are sure to see scars for years to come. However, I am increasingly optimistic about the…
Debt Downfall
Restrictions are beginning to lift during the pandemic, yet uncertainty still abounds, and people are searching for a sense of control. Brian Cochran of John Moore Associates discusses the perils of acquiring debt and keeping up with the Joneses, and how using God’s resources to honor him can bring more peace than any purchase can….