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YOUR PLAN A RE-THINK FAITH-BASED
Our Process
Our History
Our Values

Let’s Talk About Your Plan A.

Your Plan A goes well beyond lifestyle.
It’s about gaining the freedom to live your calling and multiply your impact.

Our team provides wealth management and investment services based on your Plan A. Our goal is to eliminate any stress or concern you have about money, and instead help you design your life to make a difference.


Plan A Confidence in Three Easy Steps:

1. We guide you through questions that help you open your mind to new ways of thinking about your wealth. Many of our clients are surprised -- and energized -- by what they discover in this phase.


2. We walk alongside you and listen so we can fully understand your goals and interests. We want to understand how your children, major life events, investments, and charity fit into your vision of a life well-lived.


3. We explain and clarify which opportunities will allow you to make the most meaningful impact. Our team will help you stay on track so you can live out your unique calling.


You were created on purpose for a purpose.

Our Process
Our History

Focused on You

What's Your Plan A?

Your Plan A goes well beyond lifestyle; it’s about gaining the freedom to live your calling and multiply your impact.

Schedule an Appointment

“Most people are concerned they are off track and will never be financially free. We help our clients create a plan to free them from the worry of money. Their Plan A.”

- Ronald W Anderson, Jr

A New Approach to Planning

Re-Think Wealth Management

When you work with Plan A, you will be challenged to think differently. We ask questions to help you prioritize your dreams and goals and then offer new insights to help expand your thought processes.

Schedule an Appointment

“Our company exists to help people live their best life, free from financial stress and empowered to make a bigger, more meaningful impact on the world.”

- Ronald W Anderson, Jr

Let us help you find your Plan A.

Take that first step on your financial journey with our library of resources.

 

Investment

 

Lifestyle

 

Money

 

Retirement

How Can We Help You Today?

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