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
Benefits, Generosity, Succession
Brian Cochran joins the Campbell Law Reporter to discuss the importance of entrepreneurial generosity, beginning with tips for how small business owners can navigate benefits. He advises owners who might be wondering how they can better care for and retain employees to build a culture of generosity by rethinking their benefits packages. This culture of…
Take Out Equity, Take On Debt
Real estate is of vital importance for a majority of Americans. According to a study by the Federal Reserve from August of 2020, real estate makes up more than half of Americans’ net worth. Considering that the median home price is up 16.2% since then, it’s safe to assume that an even larger percentage of…
Time to Stop the Stimulus
The economy is in recovery, which means we are no longer in need of massive government intervention and relief. When COVID-19 first hit, we saw the Federal, State, and local governments shut down their economies to slow down the virus. Economists and politicians will spend years debating whether the benefits of the shutdowns justified the…
The Dollars and Cents of Being Content
Brian Cochran joins ABQ Connect to discuss God’s call for us to be content, and what that means when it comes to wise financial planning.
A Widow’s Guide to Finance Webinar
A Widow’s Guide to Finances John Moore Associates recently had the pleasure of hosting Miriam Neff, founder of Widow Connection, for a webinar to help widows navigate their finances. Miriam encourages those who have lost a spouse to prioritize your needs first and the needs of your family second. Surrounding yourself with a ‘board of…