Experience the Abundant Life through Stewardship

Take the journey of discovery with us to explore the meaningful and lasting difference one life can make in this world.

Are you making the most of what you have been given to Steward?

Life brings us highs and lows and can often create questions about where I am and am I on track to fulfill all of my life’s purpose. Without a clear plan, it’s easy to get off track.

How We Help

Alignment of Money and Values

Your resources should reflect your values. At Abundant Life Planning, we help you align your finances with your convictions, allowing you to steward your finances in ways that matter most.

Stewardship and Generosity

True abundance is found in generosity. Our comprehensive planning helps you steward your wealth in ways that support both your financial security and your desire to advance God’s kingdom.

Purposeful Living and Work

Life doesn’t stop at retirement. We help you build a comprehensive financial plan that allows you to continue living and working with purpose—on your terms.

Financial Security and Peace of Mind

Live with confidence. With a plan that addresses all areas of your financial life, you can focus on what matters most—your family, your faith, and your legacy

  • Life Planning

  • Financial Planning

  • Estate Planning

  • Asset Management

  • Values Based Investing

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Your Guide

At Abundant Life Planning, we bring decades of industry experience, knowledge in values-based investing, and a commitment to personalized care. As a fee-based, fiduciary firm, we are dedicated to acting in your best interest, providing transparent, values-driven financial guidance that aligns with your goals. Our approach is designed to ensure that every plan is tailored to reflect what matters most to you, giving you the confidence to steward your resources with purpose and integrity.

How it Works

Gather Information

We will begin by gathering some preliminary information about your values and current situation. This helps us understand where you are and where to start first in building your Abundant Life Plan.

Discovery Meeting

Join us for a 1- to 2-hour consultation to understand your values and goals, discuss a high-level financial plan, and ensure we understand your needs. This meeting is free of charge and gives you the chance to see how we work.

Implementatin

If you choose to move forward, we’ll begin implementing your financial plan and transferring your assets to our trusted custodian. From there, we’ll address any complexities and design your plan for success.