Jonathan's Interview on 100 Huntley Street
Intergenerational Wealth and Stewardship Planning
I take a unique approach to planning with clients that want Biblically founded advise. Coupled with the best independent team in the market place and the wisdom of God's word surrounding His resources I work with you to create a holistic plan. We consider your goals and objectives for your wealth, your business ( If you have one ) and your family. Your planning surrounding your wealth when overlaid with a desire to be obedient with what God has entrusted you with is no small undertaking. It can be an emotional and difficult to develop and implement a plan especially inter-generationally. As one of your advisors I ask questions and help to answer questions like;
As one of your advisors I will help you answer all of these questions and more while we develop your personal Wealth and Stewardship Plan.
Financial Coaching and Application
Throughout our planning process together, I will provide you with supportive coaching and teaching to help you make the best decisions, every step of the way. The material we will go through together is sourced from the industry's best. We will cross reference that with what God's word says on wealth management paired with some of the best teachers in the church today on financial management including Ron Blue, Ken Boa, and many more. The questions above are just a few of the tough questions we’ll ask you along the way towards getting closer to transitioning your business and your life – with confidence and peace of mind.
A Biblical Worldview
What role does biblical wisdom play in your financial and stewardship plan? As a part of my practice I integrate Christian values and biblical principles throughout our entire process. Mathew 25:14-30. As custodians of God-given resources, we have an incredible responsibility for their use. I will help you develop a plan that considers your time, talent, treasure and the lives around you - so you can live with purpose and with impact.