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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

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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.

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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.

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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

Marriage & Money: The Importance of Communication

Marriage is about far more than love and companionship. It’s a partnership that forms the foundation of a family, and it may be the most important contract you ever enter. Disagreements over financial values, long-term goals, or spending habits can create a lot of stress in your relationship and affect every area of your life….

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Managing Finances as a Team

Watch above as Brian Cochran sits down with JMA’s own Joe Limke and his wife Pam to discuss the opportunities and challenges facing couples as they embark on a shared financial journey. Drawing on decades of financial expertise and personal experience, Joe and Pam touch on big topics like goal setting, making big decisions as…

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Avoiding the Extremes

For many, this has been a year of mounting uncertainty and anxiety. With a presidential election in a few months, conflicts in Ukraine and Gaza, and major social issues on the ballot-among many other factors-it’s understandable to feel uneasy about the future. But it’s best not to let those fears guide our decision-making. After all,…

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Money 101: How Do Credit Cards Work?

For young people beginning their financial journey, few topics hold as much mystique and stigma as credit cards. We’ve seen people at both unhealthy ends of a spectrum: those who accrue consumer debt, and those who avoid credit cards altogether. The truth is that credit cards are neither good nor bad. They are merely tools…

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Do I Need a Financial Advisor?

The financial world is filled with decisions. You might find yourself facing an overwhelming number of options with no clear “right” choice. For example, you might be asking yourself: How much house can I actually afford? How much money should I be setting aside in savings each month? Is there some way I could save…

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