What characterizes a successful advisor/client relationship?
In order to provide you with the best service & education possible, the first and most important element to the relationship is commitment. This word has unfortunately come to have negative connotations, but we have found that those who are committed to making changes in their lives to positively impact their future are the most successful in life. Secondly, we are a Christian organization, so while we seldom turn a client away, we do incorporate faith into our education and planning process and need our potential clients to be aware of this. Lastly, we hope that we can become your first point of contact when any significant change (financial or otherwise) happens in your life so you can utilize us to our full value not only as stewardship consultants but potentially as life coaches as well.