Our Holistic Stewardship Planning Services

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Services

At Covenant Family Wealth Advisors, we take a personalized holistic and Christian approach to managing wealth and financial planning. Our integrated financial, wealth and estate services along with our proven holistic stewardship process will help you successfully transition to retirement and leave a lasting business, family and stewardship legacy.

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Financial Planning

Create a Solid Current Financial Plan While Also Planning for the Future

Good financial planning is central to creating a Holistic Stewardship Plan that successfully integrates your family, wealth, business and philanthropic objectives. When combined with Christian financial stewardship principles, these important technical strategies increase security and peace of mind.

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Estate Planning

Create a Solid Current Financial Plan While Also Planning for the Future

Good financial planning is central to creating a Holistic Stewardship Plan that successfully integrates your family, wealth, business and philanthropic objectives. When combined with Christian financial stewardship principles, these important technical strategies increase security and peace of mind.

Learn More

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Family Business

You’ve Worked Hard to Build Your Family Business

You've worked hard to build your family business. You want this business to be sustainable now and, when the time comes, you want it to transition well, providing a living and lasting legacy for you and your family.

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Life Counsel

Holistic Stewardship

Throughout your holistic stewardship planning process, Covenant will provide you with supportive life counsel to help you make the best decisions, helping you plan with confidence and peace of mind.

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Philanthropy

You Have Strong Christian Values, and Charitable Gift Giving is Important to You

You can make an enormous difference in the lives of people now – and extend your generosity far beyond your lifetime.

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Wealth Management

Wealth Management from a Holistic Net Worth Perspective

Comprehensive wealth management is more than just investment advice on a portfolio of stocks and shares. It must integrate every aspect of your financial affairs.

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Questions?

We all know things change. It is important that your plans are reviewed periodically to ensure they reflect these changes,

and continue to represent your best interests. Consider the following questions:

Have there been any changes in family dynamics for you or your children? Have there been significant changes in your business? Have your plans for retirement changed? Has your net worth changed? Has your giving focus changed? Is there any area of planning that is impacting your peace of mind?

If you answered yes to any of these questions, it may be time to update your plans. Contact us using the form below.


Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective