One very important aspect of any investment process is to analyze and model what-if scenarios based on account positions and seek to align an individual’s risk-tolerance with the current portfolio risk. We provide this in an easy to understand summary.

We provide comprehensive biblical financial planning based upon our “Stewardship for Life” principles.

The Stewardship for Life methodology compares the typical secular financial planning methodology to a biblical financial planning model. The contrasting worldview approaches are as follows: