We look forward to getting to know you, answering your questions, and working together to develop a plan that’s designed to meet your individual financial wellness and retirement savings goals. It all starts with a simple appointment.
Click to schedule a 60-minute call with one of our expert advisors.
Tip: So that we may most effectively assist you, please have your plan recordkeeper’s account login information, a recent copy of your account statement, a current paycheck, and any other financial records you would like us to review available for reference during your appointment.
Schedule a meeting with a CERTIFIED FINANCIAL PLANNER Professional
Schedule a meeting with a Certified Kingdom Advisor
Every individual seeking a financial advisor in any discipline looks for someone who is competent, performs their work with excellence, evidences humility and integrity, and seeks to advance the client’s interests first and foremost. Many advisors, whether a Certified Kingdom Advisor or not, can meet these requirements. A Certified Kingdom Advisor however has been trained and has committed to be a person of character who, from a biblical worldview, serves you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances that He has entrusted to you.
