Are you looking for a personal, biblical and holistic approach to wealth management that will allow you to seamlessly transition to retirement, secure the future of your business, and leave a strong financial legacy for your family and loved ones? Then Covenant Family Wealth Advisors' team of Christian Financial Advisors and Wealth Management Specialists is the perfect fit for you.
This is a significant transition time in your life. Key questions need to be asked and important decisions made. With the right financial plan in place, you’ll gain confidence and peace of mind in knowing that your wealth is protected, you have a solid business succession plan, and your family and loved ones are financially secure.
By personalized, we mean we take the time to get to know as much about you and your circumstances as we can. We ask the right questions in order to fully understand your financial and advisory needs as they relate to you, your family, and your business.
We act as your personal advisors and financial counsellors, and provide the information, counsel and emotional support you need to make and implement the right financial, business, and philanthropic decisions for you and your family. All too often, financial advisors move quickly through these important elements with the goal of selling you a product or investment. For us, these elements are a core component of what we do.
By holistic, we mean that we will not simply consider your individual financial or family business needs in isolation. Instead, we will walk you through each and every important step in your holistic stewardship plan, including:
Financial and Estate Planning | Wealth Management | Family Business and Succession Planning | Philanthropy and Charitable Giving
Through this comprehensive approach, we ensure you have the confidence and peace of mind that comes from having your questions answered - and the right decisions made. Through personal coaching and assessments, life counsel and career path planning, we will help you navigate through complex business and relationship dynamics – and create solid succession and transition plans for the future of yourself, your business and your family/
A financial plan to transition comfortably into retirement.
Peace of mind that your estate is in order and your family is secure.
A strong business succession plan, with the right family members and employees prepared for transition.
Christian values and principles incorporated into all decisions and planning around your financial and philanthropic objectives.
By biblical, we mean that we incorporate Christian values throughout our approach. We understand that as custodians of God-given resources,
we all have an incredible responsibility for their use. We will work with you to build a stewardship plan that considers the application of
your time, talent and resources. With carefully structured plans for your generosity, we can help you make a difference in the lives of people now,
and far beyond your lifetime.
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 today.