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
Losing a Spouse: Preparing for Life’s Hardest Transition
“You cannot prepare your heart for the loss of a spouse, but you can prepare your household.” Few life events reshape our lives as profoundly as losing a spouse. In a matter of days, a grieving husband or wife is often faced with decisions about finances, legal documents, insurance, taxes, and daily responsibilities-all while processing…
The Dangers of Gambling
As many of our clients know, one of the distinguishing characteristics of our Biblically Responsible Investing strategies at John Moore Associates is that we avoid investing in companies whose primary revenues come from industries such as gambling, alcohol, abortion, tobacco, and pornography. Occasionally, someone may ask, “What is wrong with placing a small bet during…
Teaching Generosity to Kids
When people think about the legacy they hope to leave, they often think about passing down financial security, family traditions, or cherished memories. Yet one of the most meaningful legacies we hear our clients talk about is raising children and grandchildren who are generous with their time, talents, and treasure. We are told in Proverbs…
How Charitable Planning Can Create More Impact and More Clarity
Many families we work with are generous by nature. They give to their church, support ministries, respond to needs in their community, help friends raise support, and make year-end gifts to organizations they care about. That kind of generosity is good. But over time, some families begin asking a deeper question: Are we giving in…
Why High Earners Still Need a Financial Plan
IT’S NOT ABOUT EARNINGS You’re a type A personality. You worked hard in college and entered a lucrative career. You have a great work ethic and even greater earnings potential. So, there’s no need to make a financial plan, right? Not exactly. A bigger paycheck doesn’t guarantee success. No matter how many zeros are behind…