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.

Contact Me With Your Questions!

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