Where Planning & Performance Meets Passion & Perspective
What We Do
We provide traditional financial planning and investment management with an innovative twist by adding coaching (perspective, passion, etc.). We want to help people with Stewardship (i.e. - time, talent, treasures) vs. simply finances / investment management. Being called to serve God's kingdom, our hearts are committed to going above and beyond the traditional planning and performance relationship. Additionally, we are fee based and a Fiduciary RIA.
Our target clients are servant leaders who have wealth / are building wealth and desire financial planning, investment management, and coaching in context of serving His kingdom and making a temporal and eternal difference.
based on below, green and blue best describe what we will offer with a mix of creativity / uniqueness / energy
Our Ideas & Additional Information
We are located in a city on the Mississippi River, and our owners are outdoorsmen. Some kind of incorporation with those ideas would be nice. But a timeless and modern design style is ideal.