Who We Are
Guided by Purpose and Values.
Servant’s Heart Financial Planning exists to guide individuals and families toward financial clarity so their resources support the life they are called to live. We believe money is a tool, not a measure of worth, and that faithful stewardship, long-term thinking, and wise counsel create peace, confidence, and meaningful outcomes over time.
Our Process
The Path Forward.
Conversation
We begin with understanding your life, goals, and priorities.
Plan
We build a clear, personalized roadmap.
Ongoing Guidance
We walk with you as life evolves and plans adjust.
Our Approach
Planning Built Around Your Life.
Our holistic approach starts with understanding what is most important to you. We consider all areas of your financial life and make them work together to achieve your goals. As life changes, we are right beside you to offer thoughtful strategy and steady guidance that grows with you.
What We Offer
Our Services at a Glance
Investment Management
- Full-service planning
- We manage investments
- Ongoing support
Advice-Only Ongoing Planning
- Ongoing planning support
- You manage investments
- Guided accountability
One-Time Financial Plan
- Comprehensive plan
- Self implementation
- One-year support
Pay As You Go Advice
- One-time meeting
- For specific questions
- Flexible guidance
Our Insights
Our Latest Insights.
Thoughtful articles designed to bring clarity to financial decisions. We focus on practical education, long-term thinking, and guidance you can apply to everyday life.
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