For clients who are are Christian believers, I want to encourage us to be fully alive to the good works Christ has invited us to.  

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My hope is to see believers live their financial lives with a holy sense of stewardship—hearts anchored in God, storing up true riches for the age to come.

We can build the perfect plan—great returns, low taxes, flawless execution.  But while we’re doing all that… are we actually living?

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Are we present to God, to our families, to the people He’s given us to love?

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More than a lavish retirement, I want us to resist building bigger barns and to keep money as a tool, not a treasure, and to steward what we’ve been given with joy, gratitude, and open hands.

That’s why I invite every client into The Rich Road Journey—a path of inviting God deeply into our financial lives.  A path that leads to real joy, being happy with what we have, not jealous or wanting what others have.

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A journey of reflection, learning, and paying attention to what God is speaking. It is a journey toward being content, understanding our money wiring, and practicing the kind of faithfulness that leads to “Well done, good and faithful servant.”

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It’s a road toward true riches—a life that’s transformational, not transactional. A life where we learn what we need and see what is beyond that as an invitation to purpose.

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This part of planning is optional—but it’s the most life-giving work I do. And I’d love to walk that road with you.