Financial Planning

At Christian Values Investing, our approach to financial planning is designed with your values in mind. We understand that your decisions reflect your personal values, and therefore strive to help you create a comprehensive financial plan that not only Honors God but leaves a legacy of financial, social, and spiritual capital.

Our 5 Pillar Financial Planning model is based on biblical principles, and helps in the decision making process, budgeting, debt management, and building reserves and liquidity.

With a pay-yourself-first mentality, realize that it is ok to save for your future rather than give into the temptation of buying something on credit, and practice living within one’s means.

Giving generously is also important. Generosity can be applied to charitable causes, friends and families, and of course to oneself.

It is important to think and plan long-term. While it is critical to budget and save for present and future essentials, aiming at nothing, does not guarantee that you will hit it.

Christian Values Investing is here to help you. We are eager to set up an appointment and discover how we can help you build a secure financial future for yourself, family, and community.

We are dedicated to helping you reach your goals

Your dreams are unique, and your financial plan should reflect that. We work closely with you to define clear and achievable short-term and long-term financial goals.

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