Faith-Based Financial Planning

Aligning Your Finances with Your Faith

For many individuals, financial planning is not just about maximizing returns—it’s about wise stewardship and creating a legacy that reflects deeply held values. At Impact Financial Planning, we understand that your faith is central to your life. We offer an approach that integrates sound financial expertise with faith-based principles, helping you manage your wealth with purpose and integrity.

We help you view your assets not just as personal wealth, but as resources entrusted to you for a greater purpose, ensuring your financial decisions honor your values.

Group of people holding hands in prayer or support at an indoor gathering.

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Our approach to Faith-based Planning

We go beyond traditional planning by asking deeper questions about your values, your generosity goals, and your desired legacy. Our stewardship-focused process includes:

Values-Driven Goal Setting: We start by defining success through an eternal lens. This means clarifying your personal, family, and philanthropic goals to ensure your financial plan is a reflection of your faith and priorities.
Biblically Responsible Investing (BRI): We help you evaluate your portfolio to align your investments with your values. This often involves screening companies based on specific ethical and moral standards, so your capital supports businesses that do good while still pursuing competitive returns.
Strategic Generosity Planning: We integrate giving into the core of your plan. We explore tax-efficient strategies—such as Donor Advised Funds (DAFs) or Charitable Trusts—to maximize your impact and make your generosity both intentional and strategic.
Legacy Beyond Wealth: Estate planning discussions are rooted in your faith. We help you plan for the wise transfer of both your financial assets and your intangible values (human capital).

Common questions we help our clients answer

How can I make sure my investments reflect my faith?

What is the most tax-efficient way for me to give to my church or favorite ministry?
How much should I plan to give in retirement to maintain my desired impact?
How can I pass on my values, not just my valuables, to my children and grandchildren?

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