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Our Process

We strive to meet every need of our clients' financial lives. We do this by making financial plans that are tailored for each individual client. If you work with us, this is a snapshot of the process we take clients through. 

Discover

Discover

The first meeting will be focused on getting to know you. We want to discover what you care about, what your needs are, what your goals are, and what keeps you up at night. No specific advise will be given at this step because we want to take the time to digest what we learned and create solutions for you. 

Explore

Explore

In this meeting, we will present you with some recommendations based on what you told us in the previous meeting. We may teach you about various financial concepts to give context and insight. There may be multiple ways to attaining your goals and we will explore all of them with you, culminating into financial plan that will give you action steps. 

Impact

Impact

Finally, we will assist you with enacting the plan that you put in place. We handle any accounts that need to be opened, transfers that need to occur, and investments that need changing. We also provide you with a personal client website that is a one-stop shop to view all of your financial assets. We want to impact you and your family in a positive way by improving your financial security. 

Services we provide

We help individuals and businesses make godly stewardship decisions with their finances. Our services include:

Biblically Responsibly Investing

Biblically Responsibly Investing

Christian Wealth Management is a national leader in the Biblically Responsible Investing (BRI) movement. BRI presents an exciting opportunity for investors to make a powerfully positive impact on the world, without sacrificing return potential. Learn more about how BRI works and the impact you can have by investing with CWM!

Investments

Investments

CWM is a full service wealth management firm with a vast universe of investment solutions to draw from to meet our clients’ needs. We tailor investment strategies around each client in a collaborative process that centers around you. And with our Biblically Responsible Investing (BRI) approach, you can feel good that your investments are making a positive impact on the world, as well as your bottom line.

Retirement

Retirement

CWM works with you to create a solid plan to meet your retirement goals. We will help you get started with the right type of retirement account for your needs, work with you to manage your investments for optimal growth, monitor your progress, create detailed retirement strategies, and manage your retirement income plan so you can enjoy retirement.

Education Planning

Education Planning

A good education is priceless, but also very expensive! If we want to educate God’s youth of tomorrow, we must start planning today. We will educate you on your savings options and help you invest to meet your planning goals.

Legacy Planning

Legacy Planning

With the proper plan, your money can work toward achieving your goals long after you are gone. Without a plan, taxes may eat away at your money, leaving you less to pass on to your loved ones or local ministry. What do you want your financial legacy to be? We love working with our clients to create an impactful legacy that lasts for generations.

CFP Insurance Services Financial Adviser