Our Process

Every client has unique objectives and financial circumstances.  Before giving any financial advice or recommending any financial services, we need to assess your current situation and understand your goals.  Our assessment involves collecting, analyzing, and discussing numerous items.  We want to be diligent in helping you develop a plan that grows throughout the seasons of your life. By using a Biblical foundation throughout the process, we can create a plan that serves as the cornerstone for your future.

  • Income Tax Returns
  • Bank Prepared Financial Statements
  • Accountant Prepared Balance Sheets
  • Accountant Prepared Profit & Loss Statements
  • Pay Stubs
  • Social Security Statements
  • Checking Account Statements
  • Savings Account Statements
  • Money Market Account Statements
  • Certificate of Deposit Statements
  • U.S. Savings Bonds
  • Debt Statements
  • Summary of your Employer Group Benefits
  • Life Insurance Contract Booklets & Annual Statements
  • Disability Insurance Contract Booklets & Annual Statements
  • Retirement Account Statements
  • Investment Account Statements
  • 529 Plan Statements
  • Long Term Care Insurance Contract Booklets & Statements
  • Real Estate Holdings
  • Business Holdings
  • Last Will and Testament
  • General Power of Attorney
  • Healthcare Power of Attorney and Living Will

Proverbs 14:15
“The simple believes everything, but the prudent gives thought to his steps.”

Luke 14:28
“For which of you, desiring to build a tower, does not first sit down and count the cost, whether he has enough to complete it?”