Purpose Financial Planning
Typically responds within 100 hours
Purpose Financial Planning
I help young, Christian families live more abundant, generous, and intentional lives of Purpose through financial planning and stewardship.
I provide financial planning, investment management, and life planning for high-earning professionals, business owners, & entrepreneurs.
Whether organizing cash flow, optimizing taxes, dialing in investment strategy, aligning goals and values, or simply trying to navigate life's decisions... I'm here as your personal CFO.
I provide financial planning, investment management, and life planning for high-earning professionals, business owners, & entrepreneurs.
Whether organizing cash flow, optimizing taxes, dialing in investment strategy, aligning goals and values, or simply trying to navigate life's decisions... I'm here as your personal CFO.
Clients who would be a good fit
As your career or business has grown, so has your income, and so has your complexity You are a high-earning professional or business owner in your 30s or 40s who is working to build your wealth. You work hard to balance the demands of your family and career. You want to feel confident you’re making the right financial decisions – making the most of your income, investing in your future, and living out God’s Purpose. You want a Christian financial advisor who shares your values and aims to help you build your wealth while enjoying an abundant life and giving generously.
Clients who wouldNOTbe a good fit
I'm probably not a good fit it you're retired, about to retire, or in the later stage of life as my services are tailored specifically for the challenges facing younger clients and families. I'm also not a good fit if you like to DIY all of your finances, aren't looking for ongoing advice and planning, or are only concerned with chasing investment returns.
Minimum Financial Requirements
Annual Income
$300,000
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Flat Fee/Retainer
$6,000 to $12,000
Percentage of Assets (AUM)
0% to 0.6%
Meeting Options
Video meetings
Phone
Email
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
