Our Vision Statement:
To be a trusted partner in helping individuals and families manage their finances through wise financial stewardship, fostering prosperity and peace of mind.
Our Mission Statement:
To serve clients with integrity and unwavering support, providing tailored financial guidance to navigate life’s financial challenges through effective stewardship to achieve financial freedom, wealth-building, and a life of generosity. By combining expert financial planning with faith-based values, we help our clients fulfill their financial potential.
Know Your Numbers
Tailored financial guidance to attain your desired goals begins with understanding your current financial position and knowing where you want your financial situation to be in the future.
While most of us will say we know our current financial state and know where we would like it to be, often that knowledge is abstract: I need more money, I want to pay off my mortgage. The first step toward financial freedom requires that you ‘Know Your Numbers’. To achieve this, you need to consider two key factors:
- Your Net Worth (what you own versus what you owe)
- Your Net Cash Flow (how much money is left over after you pay your bills)
Now Available
by: Charlene Storr
Keys to Recovering from a Financial Crisis offers simple, practical steps to improve your current financial challenge and master your finances in the future.
