Services
Financial Planning Services
Fully Inspired Financial Plan - For clients seeking to invest $200,000 or more.
A Fully Inspired Financial Plan includes the 6 components below:
Inspire Impact Report
- How can my investments impact the Kingdom for God’s Glory?
- What are my current investment portfolios profiting from?
- Do I have an equity stake in a company that supports groups against my convictions? Proverbs 1:14-15
Budget + Cashflow Analysis
- Do I have a plan with my inflows and outflows?
- Do I have enough savings set aside for emergencies? Proverbs 13:11
- Am I honoring God with my budget? Malachi 3:10
Net Worth + Insurance Needs Analysis
- If something were to happen to me, are my dependents covered? Proverbs 16:9
- Do I have a positive net worth? How do I calculate that?
- What are my liabilities, and who is responsible for them should I pass?
Investment Plan with Retirement Considerations
- What types of accounts may I contribute to? How should they be allocated? When do I plan to retire? Will Social Security be there for me?
- Why not just use my 401k? Can I rollover my 401k? What are the benefits of an IRA versus my 401k?
Tax Considerations
- What is my tax bracket? What does marginal versus effective tax rate mean? Mark 12:17
- Can I contribute to a ROTH IRA? Why should I? What are Roth Conversions?
Estate Planning Considerations
- Do I need a Will? What else do I need?
- How do I designate beneficiaries on my accounts? Will they pay taxes when they inherit my estate?
- Am I leaving behind a legacy for my children’s children? Proverbs 13:22
Getting Started with BRI Plan – For clients seeking to invest less than $200,000.
- Budget/Cashflow, Net Worth/Insurance, and Investment Plan
- Review your budget and cashflow for contribution opportunities, determine if you are properly insured, and begin a written investment plan.