Financial Planning for Pastors and Church Leaders
How we help.
Pastors and church leaders face a unique set of challenges when planning for retirement. As a former pastor (and the son and grandson of pastors) who began my career working at Sojourners, I have have a deep understanding of the issues facing those in ministry and non-profit leadership, including housing allowances, tax-free income, and other benefits.
FINANCIAL PLANNING
We don’t believe in a a “one size fits all” guide to financial planning. Each plan is unique to your situation. We’ll provide a complete roadmap that include: net worth, cash flow, risk assessment, estate planning, insurance, taxes and where you’re at on your journey towards retirement.
FINANCIAL GUIDE
Maybe you want to retire soon and you’re trying to figure out the denominations pension system. Or maybe that insurance pitch sounded too good to be true. Whatever the case, we’re here to help you talk through the solutions and make a smart decision.
INVESTMENT MANAGEMENT
Using evidence-based strategies, we design portfolios tailored to you, your specific goals, values, and risk tolerance, while using institutional class mutual funds, exchange traded funds, fixed income securities and some future oriented individual stocks.
MAKE AN IMPACT
We work with clients to craft an investment portfolio that delivers market rate returns while also making an impact, because we believe you can invest in ways that reflect your values without compromising the opportunity to seek attractive returns on your money.