Increase Security And Peace-of-mind

Financial Planning

Financial Planning

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. You will rest assured knowing you have served your family and future well, ultimately honouring God in the process.

We work with affluent families whose financial lives are often complex and require integrated planning to both simplify and optimize their financial realities. To do this, we assess and define your current situation and design appropriate financial planning, corporate, and risk management strategies. Most importantly, we take the time to get to know you and truly understand your personal objectives. These personal objectives become the ultimate drivers of all financial planning and implementation efforts. Your goals may include building a tax-efficient, low-risk portfolio of personal and business assets, securing predictable cash flows, or practicing significant generosity. In any case, we will gladly help you achieve these objectives in the most efficient and effective manner.

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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