Step 1: Complete Your Assessment
You’ll complete a comprehensive individual assessment covering your financial situation, behavioral patterns, money history, and faith values. If you’re married, you’ll each complete your own individual assessment, then complete a joint couples assessment together. This approach ensures we understand both your unique perspectives and your shared financial relationship.

Step 2: Receive Your Faith & Financial Wellness Snapshot™ I’ll deliver your personalized Snapshot—a comprehensive analysis of your financial wellness across five pillars: Foundation, Alignment, Behavior, Structure, and Growth. You’ll see clearly where you are, what patterns are holding you back, and where God is calling you.

Step 3: Clarity & Alignment Session We’ll meet to walk through your Snapshot together, discuss what surprised you, and identify your priorities for change. This is where insight becomes action.

Step 4: Build Your Strategic Plan Together we’ll create a faith-based financial plan that addresses not just what you should do, but why—and how to actually follow through.

Step 5: Ongoing Growth & Accountability Financial discipleship doesn’t end with a plan. I’ll walk with you as you implement, adjust, and grow.