Financial Planning

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“Planning is bringing the future into the present so that you can do something about it now”
~ Alan Lakein

Common Retirement Questions

Should I Retire?

When can I retire?

Can I retire when I want too?

Do you know how much you need to save?

When should I start Social Security?

These are great questions that we can help with!

At its foundation, Retirement Planning is about developing a plan for turning the nest egg that you have been growing throughout your lifetime into an income stream that will last you for the rest of your life.

Retirement income planning can be complicated, but we are here to help!

My role as your financial planner is to be your guide, coaching you through the decision-making process. My responsibility as a follower of Jesus Christ is to accomplish this from a Biblical perspective, integrating Biblical principles and technical expertise.

The process starts with getting to know you and your financial goals. We will then analyze the current direction of your finances, reviewing your plan with you together to help you have confidence in your future.

How We Work

We will focus on the seven facets of Financial Planning

Cash Flow Planning (budgeting) and Debt analysis
Insurance Planning
Employee Benefits
Investment and College Planning
Income Tax Planning
Retirement Planning
Estate Planning and Legacy Giving

What sets us apart the most at Christian Family Financial is that we include an additional step to the Financial Planning process called, “Values-Based, Biblically Responsible Investing.” Values-Based Investing enables you to invest according to your values and make an impact for God’s Kingdom by investing in companies who are doing good things that align with Biblical principles.

Words of Wisdom

"Being a Christian isn't easy, but the retirement plan is amazing!"

~ Author Unknown

Financial Planning