Schedule a Meeting
We offer a complimentary initial consultation for the first meeting. The first meeting will focus on understanding what is most important to you, your goals for the future, and where you are now. The meeting should last approximately one hour, and there is no cost or future obligation.
Meet with us in-person, by phone, or by video conference. Thanks to state-of-the-art technology, it is easy to connect with us from the comfort of your home using any computer or tablet device that has a camera, microphone, and web browser.
The clients we serve best are:
- Care Deeply about Family & Community
- Financial Delegators
- Value Our Work Together
Minimum investment for new clients is $250,000 per household
While we typically best serve individuals and families who are well-established on their stewardship journey, we also see our work as a marketplace ministry and regularly make exceptions to our account minimums to serve widows, those working in full-time ministry, and children and extended family members of existing clients.