Case Studies
Welcome to our Success Stories, a collection of journeys that demonstrate how our financial guidance can make a meaningful impact on the lives of Christians just like you.
Discover their Stories
*Disclaimer: All scenarios are entirely hypothetical and the individuals/families described are not real clients of Peak Financial Management. Nothing in these case studies should be construed as a guarantee of results/outcomes of, or satisfaction with services provided by Peak Financial Management.
Client Stories
The Serial Entrepreneur
Austin, TX
Jayden and Tonya believe that they are “called to create” by God. They love seeing opportunities to add value in their community and organize the resources and people necessary to make an idea a reality.
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The Executive
Orange County, CA
David and Sarah have 4 kids, ages 15, 12, 10, and 7. Sarah is a stay-at-home mom and David is the CEO of a healthcare company.
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The Young Family
Portland, OR
As young parents, Daniel and Avery feel torn between several different financial priorities and are constantly faced with financial decisions. Should they prioritize saving for college or investing for retirement?
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The Business Owner
Colorado Springs, CO
To craft a retirement plan that blends comfort with active Christian stewardship, enabling them to engage in meaningful Kingdom work.
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The Young Professional
Dallas/Fort Worth, TX
Sofia would like to own a home, but doesn’t know how much she can afford or if it even makes sense to buy something right now.
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The Retiree
Scottsdale, AZ
Jack and Linda reached out to Peak Financial Management looking for help planning for retirement.
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Sudden Wealth
Atlanta, GA
About 4 years later, they found out they were pregnant with their first child. Soon after that, Alexis’ grandfather passed away and they found out he left them a portion of his estate, currently worth $4 million.
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The Peak Financial Promise
Choosing a financial advisor is a deeply personal decision. With the Peak Financial Promise, we're committed to earning your trust.
If we aren’t the right fit for you and your needs, we recommend someone else who is.
You are never pressured to make a decision.
We make it clear how we are compensated.
We listen carefully to your needs.
We get back to you in 24hrs
We’ll ask you the hard questions.
We will challenge you to give joyfully.
Why Peak Financial Management?
Guiding you to steward money in ways that honor God.
We know you take your role as a disciple of Jesus seriously. That’s why Peak Financial is a place where you can talk about faith and finance at the same time.
Guiding you to align your investments and financial planning with biblical principles.
Navigate the world of finance and investments through a scriptural lens.
Serve God faithfully every step of the way.
Transform financial uncertainty into confidence
Schedule a 25-minute consultation to learn how Peak Financial can help.
