How We Work With Clients
Every client begins with our Rise Above Process — an intake journey that combines holistic financial planning with values-based guidance. Think of it as your financial health plan, with us as your family doctor: we look at your whole financial life, diagnose challenges, prescribe solutions, and stay by your side for the long haul.
01
Personalized Financial Roadmap
Every journey starts with a clear map. Our intake process begins with a customized diagnostic of your financial health. You’ll walk away with clarity — knowing exactly where you stand and what is next.
03
One-Stop Shop for Implementation
A plan only matters if it’s put into practice. From selecting the right insurance plan to implementing investment strategies, we provide front-to-end support so your plan moves from paper to reality.
02
Fixed-Fee, Holistic Approach
Finances often feel fragmented — investments here, taxes there, insurance somewhere else. We put all the pieces together into one cohesive plan, so you can see the full picture of your financial life.
04
Family Doctor for Every Stage of Life
Our relationship doesn’t end after your first plan. Like a family doctor, we stay by your side — checking in, adjusting, and guiding you through stewardship in every season of life.
Intake Journey Map
Here’s what your first year with us looks like — clear, structured milestones that set the foundation for lasting financial health. Working closely with your advisor, you’ll move through carefully designed steps to:
​
-
Understand your full financial picture
-
Diagnose strengths and gaps
-
Receive clear, prioritized recommendations
-
Put your plan into action
-
Build ongoing accountability
Stewardship Checklist
We guide every client through this Stewardship Checklist — a practical tool that combines faith-inspired principles with a financial planning checklist. It serves as a reflective framework to help you:
​​
-
Clarify your financial values and goals
-
Make decisions that reflect your true priorities
-
Track key areas of your financial health
-
Build confidence in your choices and create lasting impact
