Become the financially CONFIDENT family You've been praying to be
Financial advice that helps you achieve your goals and stay aligned with your family's values.
Your family deserves to feel financially secure.
What if you or your spouse lose your job?
What if you wait too long to save for your goals?
What if you or your spouse dies?
Did your heart just skip a beat? I know mine did. Having a financial plan is one of the most impactful gifts you could give your family. However, many families put it off because there is always something more pressing demanding their attention.
A financial plan is never urgent... until it is.
Become a great financial steward for your family.
As a virtual financial advisor, I've got years of experience guiding families like yours toward having more security and confidence in a world of turmoil. Take the next proactive step to prepare for the future and the unforeseen.
3 ways we strengthen your relationship with finances.
Comprehensive Financial Plan
(at 12 months)
Financial Behavioral Assessment, Analysis, and Coaching
24/7 Access to Tools and Software
Cash Management Coaching
(with online portal participation)
Debt Reduction Coaching
(with online portal participation)
Includes Benefits of the Basic Plan Subscription
Biblical Financial Coaching and Access to Bible Study
Virtual Events First Access
Monthly Economic Updates/ Newsletters
Quarterly Updates, Semi-Annual Check-In, and Virtual Annual Review & Mission Session
Investment Design & Monitoring
Annual Advisory Fee
(deducted from the account monthly)
Access to Biblical Based Portfolios
Qualified Plan Rollover RightBridge Analysis
Online Access to All Aggregate Accounts
Online Access to Online Portfolio Performance Reports
Semi-Annual Account Reviews
Become a client,
take the first step.
This is a complimentary virtual 30-minute meeting. We will discuss where you are currently with your finances and your goals. We will also explain our financial planning process and methods. However, we CANNOT give specific advice until you are a client.
Choose A Plan
Together we will take a look into your current financial position, goals, and relationship with money. We will work together to see which plan is the best fit for you.
Our Ongoing Relationship
We will create, implement, and monitor your plan, and be there with you during all the ups and downs of the market. We will answer your questions, offer reviews, and make adjustments as you get closer to your financial goals.
Get the FREE self assessment
The Four Hs of Financial Wisdom
Heart, Health, Habits, & Hope
This personal self-assessment allows you to see if your behavior aligns with your beliefs. Sometimes, we can lose our way and our actions don't align with our faith. The farther we become misaligned the more distressed we become.
Take this quick [less than 5 minutes] assessment to see how aligned you are.
Financial Advisor, RFC®, CDFA®
I'm a Christian, wife to a first responder, and mother to three wonderful children. As a virtual financial advisor, I have the opportunity to work with families across the country wanting to build better relationships with money. I strategize with my clients and light the way to their goals by using my expertise and our financial planning tools. I also encourage them to ENJOY the journey of getting to their destination and inspire them to think about what they want to do when they get there.
Because now it's easier for you to get the assistance you need without disrupting your whole day. You don't have to take time off of work, find a babysitter, or get stuck in traffic. This also allows you to work with an advisor that respects and understands your faith and values.
Working with my clients virtually allows me to run my practice much more efficiently, help people outside of my local area, and have a greater impact through the work God has called me to do. It also lets me balance work with being the mother the Bible guides me to be.
Financial planning is never urgent....
until it is.
11201 N Tatum Blvd, #300 Phoenix, AZ 85028
Investment Advisory Services offered through Independent Adviser Representatives of Cambridge Investment Research Advisers, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Arizona, Michigan, Missouri, New York. Cambridge and LC Financial LLC are not affiliated. 10/2022 AV389196