Meet the Team
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James King, CFA
President, CCO
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Julia King
Client Care
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Rosmarie Connell
Chief Administrative Officer
He that is faithful in that which is least is faithful also in much…
— Luke 16:10
Our Philosophy
Running a financial planning and advisory firm while loving and practicing Christianity naturally leads to some thought-provoking questions. What role does saving, investing, and planning play in our faith? How can we help our clients live a more fulfilling life and how do their finances play a role in that? How do we uplift our thought about our investments, our retirement plans, or even the cash and cards in our wallet? Maybe at its core, how can we be faithful stewards over the little things, so we can be trusted with larger (Luke 16:10)? In fact, the parable of the unjust steward is a great place to start. Give me a ring, and we can talk more about it.
Another way to think about money and investments is that perhaps, these assets in a higher form, are just symbols of gratitude. For instance, if you’re at the grocery store, you can hand over your debit card to pay for your purchase while thinking how grateful you are for this reflection of God’s provision for you and your family. Instead of going on for paragraphs, let’s schedule a call to talk more about your financial needs and questions.
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you in person, over the internet, or on the phone to present an analysis of your current financial situation and discuss our recommendations. Together, we implement the recommendations according to your direction and monitor your progress. From there, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now and that plans for the future in a tax efficient manner. It is my goal to assist you to build a solid financial foundation that will stand the test of time and will enable you to serve your family, faith, and causes you care most about.
Our Process
Our goal-based financial security planning approach is designed to help you:
Define customized short and long-term goals that ensure you choose only the right financial products and service
Identify roadblocks or gaps that might impact your financial planning strategy
Monitor your plan to ensure it meets your changing needs
