Faith Driven Financial Planning

Peace of Mind and a Plan You Can Trust

Our planning is designed to help you steward wisely and live intentionally. Based in the Spokane–Coeur d’Alene area and serving clients nationwide, we create personalized plans that reflect your values and goals. Whether preparing for retirement, navigating a transition, or planning your giving, we help ensure each decision supports both your life today and your legacy for tomorrow.

Live on Purpose

Build a reliable income plan so you can retire with confidence, free from the fear of running out of resources.

Retirement Income Planning

Social Security Optimization

Pension Elections & Analysis

Cash Flow Management

Debt Reduction Strategies

Guard your family, lifestyle, and property with preparation that keeps you steady when life is uncertain.

Protect on Purpose

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Life, Disability, and Long-Term Care Insurance

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Emergency Reserve Strategies

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Asset Protection Planning

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Estate Planning and Risk Management

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Beneficiary Coordination and Survivor Planning

Give on Purpose

Give generously and on purpose, turning your resources into lasting impact for the people and causes you love.

Charitable Giving Strategies

Family Vision Work

Donor-Advised Funds

Tax-Efficient Gifting

Multi-Generational Giving Plans


Use disciplined, principled strategies to grow wealth steadily and align it with your long-term vision.

Invest on Purpose

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Investment Portfolio Management

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Downside Risk Management

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Tax-Efficient Growth Strategies

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Education & College Savings Plans

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Long-Term Wealth Accumulation

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Let's Build a Plan Together

Your goals deserve more than guesswork. Start building with confidence today.

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Build Confidence in Your Future

Financial Planning FAQs

  • Can you help with both retirement and charitable giving?

    Yes. Our process is comprehensive, covering retirement income, generosity, and everything in between.

  • Do you provide advice on insurance or just investments?

    We advise on all areas of planning, including, but not limited to, risk management/insurance and investing.

  • Can you work with my CPA or estate attorney?

    Yes. Collaboration is part of effective planning. We coordinate with CPAs, estate attorneys, and other professionals to keep your strategies aligned.

  • Is this a one-time plan or an ongoing relationship?

    We offer both. Some begin with a one-time plan, but most choose an ongoing relationship so we can adapt as life changes.

  • Is there a minimum net worth or income required to work with you?

    We have no official minimums. If you want principled, values-based guidance, contact us. We would be glad to see if we are a good fit and if it makes sense for us to do business together.