Financial Planning for Churches in the Rocky Mountain Region
We’re a fee-only financial planning firm that guides churches and their staff in stewarding their finances to reach their community’s unique goals.
How We Assist Churches with Financial Planning
We work closely with you to determine the needs of your ministry, design the appropriate services, and implement the proper solutions to fit those needs. Once implemented, we then monitor through ongoing collaboration and communication.
Our Church Stewardship program is designed for church leadership desiring to implement real-world financial and investment opportunities for church staff and congregation members.
How We Serve
Up to 5 Staff Members
Grow
Greater of $3,000 per year or AUM schedule
Over 5 Staff Members
Flourish
$3,000 per year + $500 per staff member over 5 + .5% of AUM
Includes:
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Our church stewardship program with customized financial planning for each staff member, investment management for individuals, church brokerage account management, and staff and congregation education.
To learn more about how we can help your church family, schedule a call today.
“He shall be like a tree planted by the rivers of water, That brings forth its fruit in its season, Whose leaf also shall not wither; And whatever he does shall prosper.”
-Psalm 1:3
How Stewardship Benefits Your Ministry
- A financial partner for everyone involved in your ministry
- Greater financial benefits for church staff
- Delegation of investment management, education, and account support
- Increased giving opportunities for members and outside donors
- A stewardship-focused partner, not a salesman
Chat With A Financial Advisor Today
No matter what season you’re in, our financial advisors can help. We have experience in planning, investing, retirement, debt management, insurance review and more.