Our Services

Everything about you is connected: your mind, your money, your mission.

So: everything we do with you is connected, too.

Our clients come to us looking for some measure of lasting financial peace. We offer lifetime hope and biblical guidance on our 1-page, 5-step plan. It runs the gamut from dream big to die with dignity.

I specialize in 3 areas:

  1. Biblically faithful investing

  2. Faith-based financial planning

  3. Retirement income planning

I charge up to one point one percent of assets under management for planning, asset allocation, and a portfolio together with intensive and ongoing behavioral coaching.

The value of my advice, particularly at major moments of stress, is worth some incalculable multiple of its cost.

High Level Summary

Schedule a free chat

Menu: 4 Options

  • 1. Biblically Faithful Investment Management

    Honor God and never run out of money, build wealth and invest with confidence. We give you lifelong investment management through all the joys and challenges of your journey.

    Do you know what’s in your investment portfolio? Gambling? Marijuana? Pornography? We help our clients honor God and build wealth at the same time.

    Imagine what it would feel like to know that you will never run out of money in retirement — and that your income is secure no matter what happens to Social Security.

    There’ll come a day when your friends are panicking out of their long-term investments but you’ll be safe, sound, and stable because of our work together.

    Cost: A percentage of assets under management, up to 1.1%.

  • 2. Comprehensive Faith-based Financial Planning

    What is God’s mind on money? We help you gain a deeper understanding of just that as you: dream big, do work that matters, get organized, build wealth, invest with confidence, be outrageously generous.

    Step-by-step guidance on an as-needed basis. You pay an hourly rate.

    Cost: Up to $300/hr.

  • 3. Second Opinion & A Cup of Coffee

    Wondering if your portfolio matches your goals? By appointment, you're welcome to come in and sit with me for a while. I'll ask you to briefly outline your financial goals -- what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.

    If I think your investments continue to be well suited to your long term goals and your faith, I'll gladly tell you so, and send you on your way.

    If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I'll recommend some alternatives.

    Either way, the coffee's on me. When you schedule, tell me how you take it.

    Cost: Free

  • 4. Free Discovery Chat

    Curious if you and I are a good fit for each other? I welcome you to schedule a relaxed, honest 30 minute conversation for us to get to know each other.

    When we sit down at the round table in my office, I’ll say, “I’m so glad to have this opportunity to meet you. Tell me a bit about yourself, and what you’re trying to accomplish with your life.” I’ll then just listen.

    We’ll talk about big dreams, and fears, and faith, and family, and the possibility of freedom, and where God fits in.

    Our conversation will help us discover if we want to work together. But we won’t make any professional commitments in this session. Instead, we’ll go home and sleep on it.

    Cost: Free

Make An Appointment

Defeating Your Own Worst Enemy — Yourself.

One of the greatest services that I — and all good advisors — provide is protecting you from yourself on your quest for freedom. It is often said that an advisor is a vigorous line of defense between you and your worst human impulses, most of which stem from fear.

At Freedom Quest we put three systems in place to defend ourselves from ourselves:

  • that outlines your most cherished goals and how you will earn, give, save, invest, and spend your money.

    At Freedom Quest we use our 5-step, 1-page plan to track your ideals, goals, income, insurances, budgeting, debt management, investments, retirement & school needs, end of life medical care, and estate planning.

  • that spells out our approach to money, wealth, business, and investing.

    You can learn more about and view excerpts of our investment philosophy statement elsewhere on our website.

  • that details how much money you will invest in various securities.

    We track our clients' asset allocation visually on our 5-step, 1-page comprehensive financial plan.

All good long term financial decisions come from love.

Make An Appointment