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Financial advice for young, Christian families

“Many are the plans
in a person’s heart,
but it is the Lord’s Purpose
that prevails.”

- Proverbs 19:21

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Financial advice for young,
Christian families

“Many are the plans in a person’s heart, 
 but it is the Lord’s Purpose that prevails.”

- Proverbs 19:21

Get Started

WHO I SERVE

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 their 30s and 40s who are working to build their 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.

HOW I HELP

Expert Financial Advice + Personal Guidance + Accountability Partner = Your Personal CFO

Let’s set you up with advice on your financial life, tax strategies, investments and estate planning while applying your family values and goals. As a Christian financial advisor, I will help you navigate life’s challenges while following the path that God has set for you.

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Optimize Cash Flow

How to allocate your income between competing priorities like debt, savings, lifestyle, & giving.

Minimize Taxes

Strategies to reduce the amount of taxes you’re paying now and in the future.

Invest Wisely

Grow your wealth with the right investments & strategy while understanding your risk.

Give Generously

Steward your income and wealth in a way that honors God, helps others, & leaves a legacy.

WHY PURPOSE FINANCIAL PLANNING

I share your values and work exclusively with young, high-income families like you.

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  • Christian, faith-based advice
  • Fiduciary - always putting your interests first
  • Trusted expertise from a CERTIFIED FINANCIAL PLANNER® Professional and Certified Kingdom Advisor®
  • Simple fees, no commissions, & no asset minimums
  • Modern technology & digital experience
  • Meet anywhere - located in Fayetteville GA, serving clients throughout Atlanta and virtually across the country
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MY PURPOSE

A natural talent for building and maintaining strong relationships

By actively listening to your concerns, taking swift action to address your issues, and maintaining open lines of communication, I am able to gain your trust which will result in a long-term partnership.