Financial Planning
Helping you live the richest life possible.
We approach financial planning a little differently.
To start, we don’t consider your money, well, yours. You’re a steward of resources that affect not only you, but also the lives of the people you love and the world around you. As advisors, it’s our role to provide principled counsel drawing from a worldview that takes more into account.
Secondly, we have a different definition of financial planning: the continuous, predetermined allocation of limited resources among unlimited alternatives.
Continuous – Our planning process is based on a long-term relationship and ongoing conversation about your evolving financial priorities.
Predetermined – The best money decisions are proactive and thoughtful, not reactive and emotional.
Limited Resources – Whether you have $500,000 or $50,000,000, your finite resources must be stewarded wisely.
Unlimited Alternatives – Decision making is all about tradeoffs, which become more complex and challenging as your wealth grows.
The Way We Work
A Handshake Starts Things Off On The Right Foot
We spend our first meeting getting to know you, your family, your values, your goals, and your expectations.
Looking Ahead to the Future
In our second meeting, we help you connect numbers to goals. After gathering your financial information, we walk you through our comprehensive planning software to affirm goals, identify where you stand today, and share our initial insights.
Principled Counsel
Lastly, we share our actionable recommendations. This might include investment strategies, estate planning considerations, tax planning opportunities, social security filing, insurance changes, and cash flow allocation.
Continuous Support
Once you complete the initial onboarding, we transition to semi-annual review meetings where we revisit your plan, update goals, and share changes based on new tax, estate, and investment opportunities.
Certified Kingdom Advisors®
Our dedication to our clients and our purpose as stewards of their wealth includes the continuous pursuit of knowledge and raising our practice to a higher level of expertise and understanding.
Additional Financial Planning Insights
Claiming Wisely: Social Security & Income Planning
I recently met with a couple who, like many nearing retirement, assumed the best approach was to start Social Security as soon as they were eligible. Their logic was simple: “We’ve paid into the system all these years. Let’s start getting something back.” It’s a common mindset. But when we took a step back and…
Understanding the Federal Deficit
Is the government spending too much? How much should we as citizens be concerned about our nation’s debt? These are common questions and discussions when it comes to the federal deficit, and they’re worth asking. Deficits can serve as tools for economic stimulation during downturns. But persistent and growing deficits can raise concerns about long-term…
Our Legacy of Giving
You will be enriched in every way so that you can be generous on every occasion, and through us your generosity will result in thanksgiving to God. –2 Corinthians 9:11 Generosity has the power to transform lives-both for the giver and the recipient. At John Moore Associates, we’ve seen firsthand how acts of generosity ripple…
Arizona Tax Credits Offer Tax Savings: 2024 Update
A new year, another chance to trim your tax liability. We first wrote about Arizona’s unique tax credits and the tax savings they can provide in 2022. This program is ongoing. We wanted to remind our Arizona clients of what these taxes are, how they work, and the updated figures and deadlines for the 2024…
Year-End Tax Planning Strategies
As we approach the end of the year, it’s wise to be mindful of the upcoming tax season. Of course, you’ll want to consider the tax impact of your financial decisions throughout the year, but December is the time for last-minute actions to maximize your tax savings or set yourself up for the year ahead….