"In his heart a man plans his course, but the Lord determines his steps."
Proverbs 16:9
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Enrolled Agent

Services

Mission Statement: "Encourage. Equip. Educate."

To provide meaningful comprehensive financial planning, monitor implementation, encourage and educate you in the successful execution of the 9 Steps to Financial Security with a biblical perspective:

  • cash flow/debt management
  • earnings/asset allocation 
  • giving
  • insurance/risk management
  • college funding
  • tax planning
  • tax preparation 
  • investments
  • retirement
  • estate planning/elder care planning 

I will evaluate your current situation, needs, goals, objectives and tolerance for risk and then prepare a written analysis of your current financial situation, possible future scenarios, significant observations, assumptions and recommendations.

"No product sales. No referral fees. No commissions. And ... No assets under management."