Faithful Financial provides customized client solutions. We work closely with you to identify your financial goals, risk tolerance and financial situation before creating a strategy. We offer three tiers of service to ensure access to high quality, biblically centered financial advice.

Financial Planning

Because we focus on those things that are most important to you, our financial planning and consulting services vary according to your needs. These services could include identifying financial goals and methods for achievement, including obstacle identification and resolutions, as well as budgeting and cash flow analysis, insurance needs analysis and coverage review, and if needed, recommendations for portfolio customization. Planning could include Social Security, long-term care, estate planning, and retirement goals. It all depends on you.

These services are available at an hourly rate of $120.

Investment Management

We offer discretionary investment management services including portfolio construction of low-cost diversified mutual funds, exchange-traded funds, individual stocks and bonds, or other types of investments appropriate to meet your goals. Additionally, we may retain certain legacy investments based on portfolio fit and/or tax considerations. This service requires Faithful Financial to manage your assets.

These services are charged based on assets under management.

Wealth Management

Our Wealth Management combines our financial planning and investment management into a single process. This holistic approach makes the most sense for many clients and is our highest service level.

These services are charged based on assets under management.

Important Disclosures
Faithful Financial LLC is a registered investment advisor.