Financial Planning

The purpose of a financial plan is to set you on a path to achieving your financial goals. There are no independent financial decisions and there is a greater ability to make wise choices when we are able to see with a long-term perspective. A well-crafted, integrated plan is a road map showing an efficient way to get to your desired destination.

Contact Us To Begin

  • My greatest desire is to serve my clients well and advance the Kingdom of God through the exercise of wise stewardship.

    Don Vanden Brink

    Financial Advisor

    Holland, MI

  • Helping clients take action, bringing peace of mind, and leading them to becoming financially free is what drives our team.

    Greg Gilbert

    Sr. Financial Advisor

    Atlanta, GA

  • The quality of a person’s life is largely the consequence of his own choices. Many people do not experience the life that they could because they are ill-equipped to make wise decisions.

    Alan Wallace

    Sr. Financial Advisor

    Montgomery, AL

  • I firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Financial Advisor

    Indianapolis, IN

  • We cannot control the events of life, just our response to those events.

    Bob Stoddard

    Managing Director

    Montgomery, AL

  • The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

    Dan Grover

    Sr. Financial Advisor

    Charlotte, NC

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Partner

    Orange County, CA

  • One of the things I love about this firm is that we have an unwavering commitment to the clients and to the people who serve them.

    Brian Shepler

    Chief Financial Officer, EVP Client Services

    Atlanta, GA

  • What we do is very client focused. We do a lot of listening to match our clients’ needs with what we have to offer.

    Sarah Baker

    Financial Advisor

    Charlotte, NC

  • If we free up our clients to focus on what is most important in their lives, then we have done our job.

    Jeff Chinery

    Managing Director

    Atlanta, GA