Who We Serve
Welcome to our "people we help" stories, a collection of journeys that demonstrate how our financial guidance can make a meaningful impact on the lives of Christians just like you.
Discover their Stories
*Disclaimer: All scenarios are entirely hypothetical and the individuals/families described are not real clients of Peak Financial Management. Nothing in these case studies should be construed as a guarantee of results/outcomes of, or satisfaction with services provided by Peak Financial Management.
People We Help
The Pre-Retirement Couple
St. Louis, MO
Robert and Margaret want to retire in 7 years, but first need clarity on whether their savings will support their vision for the future and reflect their values.
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The Impact-Focused Family
Denver, CO
"We don't want to just leave our kids money. We want to leave them a blueprint for how to steward it well."
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Sudden Wealth
Atlanta, GA
About 4 years later, they found out they were pregnant with their first child. Soon after that, Alexis’ grandfather passed away and they found out he left them a portion of his estate, currently worth $7 million.
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The Retiree
Scottsdale, AZ
Jack and Linda reached out to Peak Financial Management looking for help planning for retirement.
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The Executive
Orange County, CA
David and Sarah have 4 kids, ages 15, 12, 10, and 7. Sarah is a stay-at-home mom and David is the CEO of a healthcare company.
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The Business Owner
Colorado Springs, CO
To craft a retirement plan that blends comfort with active Christian stewardship, enabling them to engage in meaningful Kingdom work.
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The Serial Entrepreneur
Austin, TX
Jayden and Tonya believe that they are “called to create” by God. They love seeing opportunities to add value in their community and organize the resources and people necessary to make an idea a reality.
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The Peak Financial Promise
Choosing a financial advisor is a deeply personal decision. With the Peak Financial Promise, we're committed to earning your trust.
If we aren’t the right fit for you and your needs, we recommend someone else who is.
You are never pressured to make a decision.
We make it clear how we are compensated.
We listen carefully to your needs.
We get back to you in 24hrs
We’ll ask you the hard questions.
We will challenge you to give joyfully.
Why Peak Financial Management?
Guiding you to steward money in ways that honor God.
We know you take your role as a disciple of Jesus seriously. That’s why Peak Financial is a place where you can talk about faith and finance at the same time.
Guiding you to align your investments and financial planning with biblical principles.
Navigate the world of finance and investments through a scriptural lens.
Serve God faithfully every step of the way.
Ready for Your Next Chapter?
If you are planning to retire within 10 years, have savings and investments that range from $1 to $5 million, and appreciate the timeless biblical wisdom that forms the foundation of our advice, learn how Peak Financial can help.
Schedule a 25-Minute Meeting
