Jonathan's Interview on 100 Huntley Street

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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; 

• Who owns it? You or God?
• Do You have enough?  
• Will it continue to be enough?  
• Is the next generation chosen and prepared for what you entrusting them with? 
• Have you done all you can and what are you doing to prepare the next generation? 
• Have you successfully instilled Gods values with the wealth you are leaving behind to the next generation? 
• How will the transition of wealth impact your children and grandchildren? 
• How can you make God a bigger part of your financial plan? What type of legacy do you want your business to leave/have?  
• Are you prepared to let go?
• How should your transition into retirement take place? 
• Is your plan holistic and integrated? 
• Are all your current advisors working together and do they understand your goals surrounding stewardship?
• How do you apply God's word to your planning?

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.
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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.