Client Success Stories
Welcome to our Client Success Stories, a collection of journeys that demonstrate how our financial guidance has made 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.
Client Stories
Jayden & Tonya Walker "The Serial Entrepreneur"
Fort Meyers, FL
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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Jack & Linda Miller - The Retiree
Dallas/Fort Worth, TX
Jack and Linda reached out to Peak Financial Management looking for help planning for retirement.
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Ryan and Alexis Collins - Sudden Wealth
Austin, TX
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 $4 million.
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Joseph and Kimberley - The Business Owner
Atlanta, GA
To craft a retirement plan that blends comfort with active Christian stewardship, enabling them to engage in meaningful Kingdom work.
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Sofia Reyes - The Young Professional
Portland, OR
Sofia would like to own a home, but doesn’t know how much she can afford or if it even makes sense to buy something right now.
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Daniel & Avery Williams - The Young Family
Denver, Colorado
As young parents, Daniel and Avery feel torn between several different financial priorities and are constantly faced with financial decisions. Should they prioritize saving for college or investing for retirement?
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David & Sarah Turner "The Executive"
Colorado Springs, CO
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 Peak Financial Promise
Choosing a financial planner is a deeply personal decision. With the Peak Financial Promise, we're committed to earning your trust and aligning your financial planning with your faith. We serve as your trustworthy guide for biblically-based investments and financial planning.
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.
Discover a financial path that aligns with your faith.
Schedule a call with our team of Christian Financial Advisors.
"What if I'm not a Christian?"
