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.

Basic Plan


12-month membership

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Comprehensive Financial Plan

(at 12 months)

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Financial Behavioral Assessment, Analysis, and Coaching

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24/7 Access to Tools and Software

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Cash Management Coaching

(with online portal participation)

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Debt Reduction Coaching

(with online portal participation)

Kingdom Building


12-month membership

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Includes Benefits of the Basic Plan Subscription

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Biblical Financial Coaching and Access to Bible Study

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Virtual Events First Access

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Monthly Economic Updates/ Newsletters

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Quarterly Updates, Semi-Annual Check-In, and Virtual Annual Review & Mission Session

Investment Design & Monitoring

Annual Advisory Fee

(deducted from the account monthly)

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Investment Management

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.

Snow Covered Trees

Katelin Kalik

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.

Why Virtual?

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.

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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