Design Your Clear Money Path

Protect Your Family's Future Without Compromising Your Values.

Retirement Planning

The Clear Choice When It Comes to Financial Planning

We all want a clear plan that makes money, and leaves a path for our loved ones to follow. Our Clear Money Path combines 30 years of expertise with faith-based investing and wealth management to guide you through the entire process. So you never have to choose between a comfortable retirement and your deepest convictions.

Investment Management

Retirement Planning

Insurance Planning

Insurance Planning

Education Planning

Education Planning

Biblical Investing

Biblically Responsible Investing

Risk Management

Business Management & Succession Planning

Retirement Planning and Wealth Transfer

Estate Planning & Wealth Transfer

Our Unique 3-Step Financial Planning Process

Plan Well | Invest Well | Finish Well

plan well

To create a clearer financial future, you need to identify what you want to achieve in life and then put a plan in place to get there. Our advisors show you how to prioritize your goals and create milestones along the way. To keep you on the right path we focus on five different areas:

  • Charity – As you learn to give freely, you will learn how to live freely.
  • Liquidity – Build and protect your assets so you’re safe from the storms of life.
  • Equity – Achieve your life goals with a system that destroys debt and builds capital.
  • Austerity – Don’t let “the good life” ruin a great life. Establish a spirit of humility so you can master your money and your budget.
  • Responsibility – No one succeeds on their own. We’ll help you establish a healthy accountability system to keep you on track.
plan well
invest well

invest well

Investing is more than making profits — it’s an opportunity to build into the lives of others. That’s why it’s important to know where your money is going. At Clear Money Path, we’re upfront from the start. We show you the entire process and the economic, social and spiritual impact your investments will have. Here’s how we help you invest well:

  • Manage risks and develop a comprehensive strategy to guard against inflation, taxes, and market volatility.
  • Own your values, through a moral audit of your portfolio, and make sure every investment aligns with your convictions.
  • Nail down the income you’ll need for retirement with investments that won’t crash when the market does.
  • Expose Wall Street’s hidden fees that stand in the way of your success.
  • Yank your emotions out of the way, and sow and reap with unshakeable confidence.

finish well

Passing your wealth to the next generation is complicated. You want to make sure your loved ones are cared for. And that goes beyond just wealth and assets. It’s about becoming a wise financial mentor and leaving a legacy of wisdom. We help you:

  • Pass along wisdom before you pass along wealth.
  • Avoid unnecessary estate taxes.
  • Treat your heirs uniquely, but love them equally.
  • Hand the baton early, and mentor their success.
Finish Well

Not Sure Where to Start?

We’ve made it easy to start making biblically wise financial decisions. Take the five-minute Money Test today. It’s a short questionnaire that will determine how prepared you are to Plan, Invest and Finish Well.

Not Sure Where to Start?

We help individuals and families make biblically wise financial decisions.
Schedule a free consultation and let us help you plan well, invest well, and finish well.