Who We Serve

Late Career Professionals

Most of us find ourselves climbing through life pursuing wisdom and accumulation to be successful, but we rarely think about what comes after financial independence. Then one day the kids are grown, and we may soon become grandparents. Retirement or a change of work pace within the next five to ten years is also likely.

Kingdom Financial comes alongside these couples to help them understand their options. We help answer the question, “What kind of impact could we have on our family, church, and community while still enjoying the fruits of our labor?” We aim to be faithful stewards of our God-given talents and resources to live a purposeful and fulfilling life even after achieving financial independence.

Mid-Career Professionals

Life changes fast and time seems to disappear. The kids are growing, and the schedule is packed. Investment accounts with prior employers have not been reviewed for many years. Savings to retirement are in motion, but there is little clarity if it is enough. Some insurance is in place, some may be lacking, and coverage amounts have not been reviewed for many years. The estate plan is likely non-existent or is just handwritten. Taxes have been prepared but not thoughtfully planned, and opportunities have likely been missed.

Kingdom Financial comes alongside these families to make order out of the chaos and shine a light on the path ahead. Walking through each area of the financial life together restores clarity and calm. Goals are reprioritized and funded, while worst case scenarios are prepared for in advance. Our ideal outcome from a season of calibration financial planning is to restore both peace of mind and a fresh vision for the journey ahead.

Many mid- to late-career professionals face a myriad of financial complexities due to the constant changes in their financial lives, from evolving life seasons to ever-shifting tax and financial laws. Internally, you may grapple with feelings of frustration, overwhelm, and self-doubt regarding your financial decisions. On a spiritual level, the tensions between God's call to faithful stewardship and the opposing forces of doubt and discouragement create significant challenges.

At Kingdom Financial, we understand the intricate challenges you face. We alleviate the time and pressure by taking the lead in bringing financial planning ideas to the table for discussion. Our role is to handle the details, anticipate opportunities and dangers, and serve as your trusted guide.  In addition, we serve by managing investments and preparing your tax returns. We strive to create a collaborative environment where you and your spouse can both bring your ideas for discussion without feeling isolated. Our comprehensive approach aims to translate your financial life into a meaningful impact for God's Kingdom.

Ready to overcome financial complexities and free up abundant time for family and ministry? Schedule a call with Kingdom Financial today. Let us be your partner in navigating the intricate landscape of financial stewardship, ensuring that you can run the race marked out for you with endurance and God's strength.

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