As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.

Financial Advising · 419.7 mi · Serves nationwide · Lawrenceville, GA

Christian financial advisor helping individuals, families, and business owners build financial confidence through personalized retirement, investment, insurance, and legacy planning. Committed to serving with integrity, wisdom, and a faith-centered approach.

Financial Coaching · 507.5 mi · Serves nationwide · Melville, NY

I’m Yvonne Clark, a Certified Financial Life Coach who helps people bring clarity, confidence, and peace to their finances. I believe God cares about every area of our lives, including how we manage the resources He has entrusted to us. Money is about more than numbers. It can affect our peace, relationships, choices, and ability to live out our God-given purpose. Through practical financial coaching grounded in Christian values, I help you understand your money, make wise decisions, and create a financial plan that aligns with your priorities, values, and faith. My goal is to provide a compassionate, judgment-free space where you can take the next step toward greater financial clarity, confidence, and stewardship.

Financial Coaching · 553.2 mi · Serves nationwide · Sedalia, MO

Financial Freedom Builders offers Christian financial education for families. This education includes budgeting assistance, debt management, and wealth management education. We take a faith-based approach to helping families build healthier financial habits and work toward long-term stability. Whether you are trying to learn how to invest, pay down debt, create a workable budget, or plan for the future, we provide guidance rooted in Christian values.

Financial Coaching · 811.6 mi · Serves nationwide · Tampa, FL

“ You Build It. We Book It.” Blue-Collar Bookkeeper is a Christ-centered bookkeeping practice built for hardworking trade businesses, HVAC, roofing, plumbing, landscaping, and general contracting. Founded by a Certified Fraud Examiner who grew up in his father’s roofing company, we understand the trades from the ground up because we’ve lived it. We handle the books with honesty and integrity so you can focus on the work you were called to do. Serving contractors nationwide with faith-driven service and trade-tested expertise.

Financial Coaching · 893.6 mi · Serves nationwide · Rowlett, TX

Faith Led Finance — is a faith-based financial coaching firm dedicated to helping real families get out of debt, build lasting financial habits, and plan for a retirement rooted in purpose.

Financial Coaching · 993.6 mi · Serves nationwide · Miami, FL

Reformed Finance helps Christian families, business owners, and churches reclaim the banking function in their financial lives—rather than leaving it to outside institutions. Income alone doesn't build financial durability. Taxes, debt, interest, and inflation each claim a share of your cash flow before you get the chance to use it. The real question isn't how much you earn—it's whether that money simply passes through your life, or builds a source of capital you actually control. Through education and a personalized strategy, Reformed Finance helps clients control the banking function in their lives: storing capital, accessing it without liquidating it, and replenishing what's used so it stays available for the next need or opportunity. This is grounded in biblical stewardship, disciplined responsibility, and generational thinking. Stewardship covers everything God entrusts to us—including where capital is stored, who controls it, and what it builds over time. Reformed Finance provides ongoing education and support, from initial understanding through implementation and everyday use. Founder William Fullington is a ruling elder at Grace Covenant Reformed Church in Clovis, New Mexico, and a Nelson Nash Institute Authorized Practitioner. Schedule a free strategy call to see what greater financial control could look like for your household, business, or church.

Financial Coaching · 1173.6 mi · Serves nationwide · Clovis, NM

Go Beyond Tomorrow is a Financial Clarity practice serving families and business owners who have built something worth keeping but have never documented what happens next. Founder Lori Friedman spent 19 years as a mortgage loan originator, sitting across the table from families and seeing the same four gaps again and again: debt, credit, emergency savings, and legacy. She does not manage your money. She helps you understand it. Through the Financial Rescue Plan, a done with you system for families, and My Continuity System for business owners, everything your family needs ends up organized and in one place. Your true legacy isn't just money. It's the peace, clarity and direction that guides your family beyond tomorrow.

Financial Coaching · 1967.6 mi · Serves nationwide · Fountain Valley, CA