Living your faith may mean finding a paid ministry position, giving more, or finding more time to volunteer. Whatever it means to you, we want to help you create a plan to remove the financial roadblocks to your calling.

Raising a family is stressful, but money shouldn’t be. We want to help you be more present in your family’s life and spend less time worrying about money.

We want to help you remove the financial barriers preventing you from living a life that focuses on your faith and your family.

Our process will help you create achievable financial goals that will help you live your values.  You’ll have access to state-of-the-art financial software to help you see what your financial future can look like.  We can even illustrate different scenarios, like how buying a new house or taking an annual vacation will affect your long-term goals.

We partner with Schwab to help give access to low-cost, quality investments.  We use RightCapital to illustrate your financial future.  Liscio.me helps you create permanent online storage for all your important documents.

We are XYPN and NAPFA members.