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
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.
Inflation: Cause for Concern, Not Panic
Inflation concerns have been bubbling for some time. Those fears were realized in the April inflation report that shows the highest monthly core CPI numbers in my lifetime. Why is inflation spiking? Multiple stimulus bills have added trillions in surplus cash to Americans’ bank accounts (demand). Meanwhile, COVID shutdowns disrupted supply. A surplus of funds pursuing fewer…
Your 2021 Giving Plan
For a lot of people, January is the start of new resolutions, many that stick and many more that putter out after a month or two. We believe that making the decision to be more generous is one that everyone and anyone can, and should, adopt. Developing (and adhering!) to a giving plan is easier…
Generosity Principles: The P’s of Giving
Increasing your family’s generosity is easier when you have a giving plan based on sound principles. I frequently meet families who have a plan for saving, investing, or spending, but an intentional giving plan is rare. Why is this the case? As we talk to new clients, they often express a goal to give more…
Principles for Real Generosity
2020 has been a year of many ups and downs. But giving will always have the power to lift. Brian Cochran joins us to discuss the P’s of giving, the impact of sacrificial generosity, as well as how the market has fared since the presidential election.