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
Navigating 2026 Tax Changes with Intention and Wisdom
Each new year brings change, but 2026 arrives with a particularly full plate of tax reforms that could significantly affect how families plan and give. At John Moore Associates, we see these changes as opportunities to steward resources wisely and reflect intentionality guided by biblical principles. Let me walk you through some of the key…
God’s Ownership, Our Stewardship
Biblical Financial Wisdom Webinar with Bert Williams If you had asked a young Bert Williams in Arkansas whether life would take him from pharmacy school to corporate leadership, entrepreneurship, church planting, and ultimately into pastoral ministry focused on stewardship and generosity, he probably wouldn’t have guessed the path God had ordained. Yet, as Bert reflects…
Who Are You Becoming?
A Faithful Framework for Goal Setting in 2026 As the calendar turns from December to January, we’re often flooded with talk of resolutions, goal setting, and “new year, new you” energy. But here at John Moore Associates, we find this season to be more than just a chance to set new goals; it’s an invitation…
Beyond Retirement: A Biblical Perspective for a Modern Age
A client recently told me, “I thought retirement would be the reward after a life of hard work. But instead of feeling free, I feel lost.” This honest reflection isn’t uncommon. Hard-working people often dream of retirement only to feel purposeless at the end of their working years. For many, the concept of retirement has…
Arizona Tax Credits Offer Tax Savings: 2025 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 2025…