Comprehensive
Financial Planning for
Thoughtful Christians
We provide rigorous, CFP®-based financial planning shaped by a historic Christian understanding of stewardship — the conviction that what we manage was never ours to begin with. Without hype, pressure, or compromise.
What sets Christian Planning apart:
Faith-integrated, Not Faith-Marketed
Fee-based Financial Planning
CFP® Professionals
Fiduciary Process
National Service, Relationship-Driven
Who We Serve
Who Christian Planning Is For
Christian Planning is designed for individuals and families who:
Take both faith and financial responsibility seriously
Value professional credentials and disciplined process
Are navigating meaningful financial decisions, not starting from scratch
Want their financial life aligned with deeply held convictions
Prefer thoughtful counsel over quick answers
Who We Are Not For
We may not be the right fit if you’re looking for:
Market predictions or performance promises
Political or cultural signaling
Financial advice wrapped in religious language
Quick fixes, free coaching, or product-driven solutions
We believe clarity about fit serves everyone better.
our services
Ongoing investment management and portfolio oversight
Retirement income planning
Planning for life transitions
In-house portfolio construction solutions, including diversified and screened strategies
Estate and legacy planning coordination
Fiduciary guidance delivered under CFP® professional standards
The Core Differentiator
Why Christian Planning Exists
At Christian Planning, we integrate:
The technical rigor of CFP®-based financial planning
With a serious Christian framework for stewardship, prudence, freedom, and responsibility
We do not replace financial excellence with faith language.
We do not dilute faith to make financial decisions easier.
We hold both together — carefully.
Our work is built on four convictions that run through everything we do: God owns. We steward. Christ redeems. And the Spirit forms. These are not a tagline. They are the reason this firm exists.
How We Work
Our Planning Philosophy
We believe good financial planning should be:
Grounded in reality, not optimism
Long-term in orientation
Aligned with your actual values, not assumed goals
Disciplined, but humane
Our role is not to tell you what to want — but to help you steward what you’ve been entrusted with wisely and coherently over time.
That requires listening, patience, and restraint.
As part of this process, we help clients understand what they actually own — including whether their investments align with their stated convictions.
For those who desire it, we offer portfolio screening and values-based investment solutions designed to support moral clarity without sacrificing professional discipline or diversification.
For those who want a deeper understanding of how faith informs our planning process, we’ve outlined the Christian Financial Planning framework that shapes our work.
What Clients Experience
Clients often come to us because they want:
Greater clarity around complex decisions
Confidence that their financial strategy fits their life — not just the market
An advisor who respects both conscience and competence
Many continue working with us for years because they value a steady, thoughtful partnership.
The Invitation
Start With a Conversation
If our approach resonates, we invite you to begin with an introductory conversation.
There’s no pressure to move assets, no sales pitch, and no expectation beyond an honest discussion about whether we’re a good fit for one another.
Christian Planning serves thoughtful Christians who want rigorous financial planning shaped by a serious Christian understanding of stewardship — without hype, pressure, or compromise.
About Christian Planning
Comprehensive Financial Planning, Shaped by a Christian Worldview
Christian Planning was founded by two brothers who have spent decades helping families make wise financial decisions—and who recognized a growing need for financial planning that is both technically rigorous and intentionally Christian.
Our work grew out of real advisory experience, not theory. Over many years of serving individuals, families, and business owners, we consistently encountered thoughtful clients who wanted more than generic advice. They wanted planning that reflected not only their goals, but their convictions.
Christian Planning exists to meet that need.
