Our Services
We offer financial planning in two different formats
Ongoing
This is our standard and preferred method of financial planning. This includes everything offered with Project-Based Planning. This Ongoing Planning is typically matched with clients in their late career years. These households are generally thinking about retirement or slowing down their pace of work within the next five to ten years. Our investment management and tax preparation services are only offered to these ongoing financial planning clients.
Our minimum annual fee for ongoing financial planning is satisfied for clients maintaining a balance of $500,000 or more invested under our management. Clients with less than this amount are able to make up the shortfall with direct billing. Financial planning fees are based on complexity and not all clients qualify for our minimum fee. We always provide each household with a firm first year quote after learning about their unique situation and planning needs. Assets under management fees start at 1% on the first million and decrease above a million of assets under management.
Project-Based
Project-Based Planning is our limited duration method of financial planning where we typically help for three to six months. This is our way of helping households who are not in a position to engage in financial planning on an ongoing basis. Project-Based Planning is typically matched with clients in their mid-career years who are looking to get their financial life organized and are ready to shape a plan for their future.
We bill a flat fee based on complexity for this planning service. Fees typically range from $3,000 to $7,000 but can fall outside of this range in certain situations. We always provide each household with a firm quote after learning about their unique situation and planning needs.
Investment Management
We partner with industry leader Charles Schwab to provide world class investment management services for our ongoing financial planning clients. Charles Schwab serves as the custodian holding all client assets securely and transparently.
Working closely with our clients, we craft the portfolios ensuring all investments are aligned with each household’s financial plan. We then monitor, rebalance, and update accounts regularly making changes for our clients as needed and as determined together in our meetings.
Our aim is to uniquely blend the large stable national brand with the personal attention of the one-to-one advisor in delivering both dependable security and a close personal relationship.
We believe God has a design for each of our lives and that using our talents and resources to glorify Him is at the core of being a good steward. The challenge of navigating the complexities of your finances to live a more purposeful life without getting bogged down in the details is hard to do on your own.
At Kingdom Financial, we are Certified Financial Planner™ professionals, which means financial planning, investment management, and tax strategy are our specialties. So, it is only natural and fitting that we delve into financial intricacies, revealing realistic options and creating new pathways through wise planning. However, our deepest passion lies in understanding your true gifts and purpose and guiding you toward a life-giving future even beyond financial independence. By handling the complex financial details, we liberate your valuable time for meaningful pursuits such as strengthening personal relationships, increased ministry, or simply doing more of what you love with the people you enjoy most.
Embark on a purpose-driven financial journey with a complimentary Discovery Call. Discover how professional guidance from Kingdom Financial can align your life with its true purpose.