Our process
Combining technical financial expertise with biblical principles to help you make wise financial decisions, prepare confidently for the future, and give joyfully.
The Peak Process
Faith-Centered Financial Planning
As Certified Financial Planners (CFP®) and Certified Kingdom Advisors (CKA®), we blend technical expertise with biblical wisdom. Our goal is to help you navigate the complex world of finance in ways that honor and glorify God.
Discovery: We start by understanding your unique situation, values, and goals.
Analysis: Our team examines your current financial picture through a biblical lens.
Strategy: We develop a customized plan that aligns your finances with your faith.
Implementation: We put your plan into action, making adjustments as needed.
Ongoing Support: We provide continuous guidance and accountability.
What sets us apart
Three Areas of Intentional Financial Stewardship
How You Give
Personal Charitable Giving Plan
Giving isn't just an afterthought—it's a central part of your financial journey. We help you:
Develop a giving strategy that matches your passions and life stage
Maximize the impact of your generosity
Navigate the tax implications of charitable giving
Implement and track your giving plan
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How You Invest
Active, Engaged, and
Intentional Portfolios
Your investments can reflect your values and promote human flourishing. Our approach is:
Active: We manage your portfolio using disciplined, proven methods.
Engaged: We interact with companies and funds to encourage practices that honor human dignity and productivity.
Intentional: We select investments that align with biblical principles.
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How You Spend
Purposeful Decision-Making
Every spending choice involves trade-offs. We empower you to:
Understand the long-term impact of your financial decisions
Make purposeful choices that reflect your values
Balance current needs with future goals
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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 and aligning your financial planning with your faith. We serve as your trustworthy guide for biblically-based investments and financial planning.
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.
Your most important financial questions answered.
How do I eliminate debt?
How do I eliminate debt?
How do I maximize my employer benefits?
How do I honor Jesus with my money?
What should I be doing to save for my children's education?
How should I balance paying off debt versus investing for the future?
What percentage of my income should I contribute to my 401(k)?
How much money do I need to retire and give joyfully?
What is the best way to save for retirement given my current age and income?
How much money do I need to retire and give joyfully?
Should I choose a traditional 401(k) or a Roth 401(k)?
What should I be doing to save for my children's education?
How do I protect and grow my portfolio?
Discover a financial path that aligns with your faith.
Schedule a 25-minute call with a Christian Financial Advisor.
"What if I'm not a Christian?"
