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Holistic Stewardship Planning Process

Holistic Stewardship

Life Counsel

We take a unique, holistic approach to managing wealth and helping guide families through the spiritual and emotional aspects of financial and estate planning and business succession. Our personal wealth advisors will answer all of your questions and help you develop a personal stewardship plan that encompasses financial and estate advising, wealth management, family business and planned giving.

We’re here to help you answer your most pressing financial, estate and business succession questions, such as:

squarebullet.png Am I prepared for business succession?

squarebullet.png How will I transition to retirement?

squarebullet.png Are my investments integrated into a holistic financial plan?

squarebullet.png What legacy am I leaving for my children?

squarebullet.png How do I develop a stewardship plan that reflects my values and objectives?

squarebullet.png How do I apply biblical principles to my stewardship plans?

Life Counsel

Throughout your holistic stewardship planning process, Covenant will provide you with supportive life counsel to help you make the best decisions, every step of the way. How will the transition of wealth impact your children? How can you make God a bigger part of your financial plan? What type of legacy do you want your business to leave? These are just a few of the tough questions we’ll ask you along the way – and get you one step further to transitioning your business and your life – with confidence and peace of mind.

Biblical Perspective

What role does biblical wisdom play in your financial and stewardship plan? At Covenant, we integrate Christian values and biblical principles throughout our entire process. As custodians of God-given resources, we have an incredible responsibility for their use. We will help you develop a stewardship plan that considers your time, talent and resources - so you can live with purpose and with impact and see your legacy and generosity live beyond yourself.

Family. Wealth. Harmony.®

Covenant Family Wealth Advisors' certified financial advisors and business succession planning experts help guide families through the technical and emotional aspects of managing wealth, estate planning and business succession. Our experienced financial management team uses a Christian perspective that is rarely found in traditional financial planning, and we work closely with you to develop a personal Holistic Stewardship Plan that encompasses financial planning, estate planning, family business transition and philanthropy.

Biblical Perspective

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