Who’s a client?

Does this sound like you? You’re likely in the right place if most of the following apply to you:

Your values:

• You’re a proud U.S. citizen.

• You seek timeless wisdom about money, and how to apply it to your life.

• You want to love God and others with your money.

• You don’t buy into the “be a slave to the 9-5 til I’m 65” retirement mindset, but instead focus on stewardship at every season of life.

Your situation:

• You’re a wisdom-seeking single or family with an aversion to debt.

• You’re a current or aspiring business owner.

• You need help with retirement income planning.

• You want to be sure that you don’t run out of money in retirement, and being dependent on social security counts as “running out of money in retirement.”