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How Biblical Wealth Principles Guided Our Financial Decisions

How Biblical Wealth Principles Guided Our Financial Decisions

Every day, I speak to someone about how they want to plan for their future. Whether they want ...
Crafting A Family Legacy: A Financial Plan That Protects What Matters

Crafting A Family Legacy: A Financial Plan That Protects What Matters

Two couples walk into my office. Both are wearing the same brands of clothing, and are ...
Estate Planning For Families: Steps We Took To Secure Our Family’s Future

Estate Planning For Families: Steps We Took To Secure Our Family’s Future

One common truth everyone shares is that we all will die someday. But before that happens, we ...
What Financial Freedom Looks Like For Our Family (And How To Get There)

What Financial Freedom Looks Like For Our Family (And How To Get There)

I have watched families come from humble beginnings and grow to create generational wealth, ...
Are You Passing Down Wealth or Just Money? Why Values Matter in Legacy Planning

Are You Passing Down Wealth or Just Money? Why Values Matter in Legacy Planning

Right now, you may be in the season of building wealth. Whether through your business, ...
How to Raise Financially Smart Kids: A Parent’s Guide to Conversations That Stick

How to Raise Financially Smart Kids: A Parent’s Guide to Conversations That Stick

In today's fast-paced, tech-saturated world, teaching our kids about money isn’t easy—but it’s ...
Faith and Finances: How Your Values Can Guide Wealth Decisions

Faith and Finances: How Your Values Can Guide Wealth Decisions

Some people say faith and finances should never mix. They argue for a kind of “separation of ...
Why Defining Your Family Values and Crafting a Mission and Vision Statement Is Essential to Preserving Your Legacy

Why Defining Your Family Values and Crafting a Mission and Vision Statement Is Essential to Preserving Your Legacy

When it comes to leaving a lasting legacy, most families think first about wealth. While ...
Financial Literacy For Families: Teaching Kids Lessons That Stick

Financial Literacy For Families: Teaching Kids Lessons That Stick

Like many of us, I remember times when my parents would say something to me that they thought ...
Is Silence the Real Reason Your Family Legacy Won’t Last?

Is Silence the Real Reason Your Family Legacy Won’t Last?

There’s a tidal wave coming—an estimated $84 trillion in wealth will be passed down to the ...
Is Your Family’s Wealth Rooted in Shared Values—Or Just Shared Bank Accounts?

Is Your Family’s Wealth Rooted in Shared Values—Or Just Shared Bank Accounts?

In a world where wealth often overshadows values, I'm turning the tide. In my book, "Values ...
What If Your Portfolio Could Reflect Your Principles?

What If Your Portfolio Could Reflect Your Principles?

The current financial environment is witnessing a significant shift towards ethical and ...
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