During your complimentary 30-minute consultation, you’ll have the opportunity to discuss the questions and concerns that come with preparing for retirement or navigating life after retirement.
Whether you’re wondering what to do with an old 401(k), how to create reliable income, reduce taxes, or make biblically responsible financial decisions, this conversation is designed to provide clarity and direction.
By the end of our time together, you’ll have a better understanding of where you are today, the opportunities and risks you may be facing, and the next steps you can take to pursue retirement with greater confidence and peace of mind.
Most importantly, you’ll be able to determine whether a faith-based approach to financial planning aligns with your values and the future you envision for yourself and your family.
Whether you’re preparing for retirement or already retired, this review gives you the opportunity to have an experienced professional evaluate your current strategy through the lens of sound financial planning and biblical stewardship.
Together, we’ll review the key areas of your retirement plan—including income, investments, taxes, and legacy planning—to help you identify any potential gaps or opportunities.
By the end of the process, you’ll have greater confidence that you’re headed in the right direction or a clearer understanding of what changes may be needed to better align your plan with your goals and values.
You have spent a lifetime building wealth. The Upper Hand Financial Plan is designed to help you steward it wisely.
Through a comprehensive, one-time planning process, we’ll help you identify every known dollar, clarify your priorities, and create a framework for managing your resources in a way that honors God and serves the people and causes that matter most to you.
From retirement income and taxes to investments, charitable giving, and legacy planning, every aspect of your financial life is organized with purpose.
Just as importantly, we’ll help you assign stewards to carry on your wishes so that your values, generosity, and legacy can continue long after you’re gone.
Biblical financial planning is more than growing wealth. It is the faithful management of the resources God has entrusted to you.
Our goal is to provide you with the clarity, confidence, and peace of mind that come from knowing your financial house is in order and your legacy is prepared for future generations.
Retirement isn’t just about money. It’s about faithfully managing the resources God has entrusted to you so that you can provide for your family, care for those you love, and leave a lasting legacy for future generations.
As a Christian Financial Advisor, I help individuals approaching retirement—and those who have recently retired—make wise financial decisions through the lens of biblical stewardship.
Together, we’ll address the questions that matter most:
How do I create reliable income?
How do I minimize unnecessary taxes?
How do I care for my spouse?
How do I leave a meaningful legacy?
And how do I honor God with what He has entrusted to me?
My goal is not simply to help you accumulate more wealth, but to help you gain clarity, confidence, and peace of mind so you can enjoy retirement knowing that your finances are aligned with your faith, your values, and the future you envision for your family.
*You pay a quarterly fee based on the total value of the assets we manage for you. This fee is calculated as a percentage of your Assets Under Management and is tiered. Therefore, you never pay more until you make more.
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