What is Comprehensive Planning?
Go beyond assets and investments. Comprehensive Christian financial planning isn’t just about growing wealth—it's an integrated process that weaves Christian values and principles into every financial decision.
Retirement Planning
At Peak Financial, we flip the script on traditional retirement planning that often prioritizes wealth over spiritual well-being. Our Christian-based retirement planning integrates biblical principles, including cycles of work and rest, to help you avoid burnout while living a purposeful, productive life in your retirement years. As you transition into this new chapter, our guidance ensures you remain a faithful steward of God's resources, aligning your financial planning with your faith in Christ.
Estate Planning
Creating an estate plan can be an emotionally charged process. However, when rooted in faith, it becomes an act of obedience and stewardship, offering peace of mind that you've acted in accordance with God’s Word. The process transforms from being simply a legal requirement to a spiritual act, one that both honors God and benefits your loved ones.
Investment Planning
Navigate the investment landscape with confidence, knowing your portfolio not only aims for growth but is also rooted in biblical stewardship.
Education Planning
Empower future generations with the gift of education, planned through the lens of faith and wisdom.
Insurance Planning
As an independent third party, we will help you review and select the policies that are right for you.
Tax Planning
Master the intricacies of taxes so that you're not only compliant but also biblically wise with every financial decision.
Cash Flow Management
Achieve the financial peace that comes from a well-managed cash flow, grounded in scriptural principles.
Debt Management
Navigate debt with discernment, understanding when to leverage it and how to eliminate it responsibly.
Business Planning
Build a legacy through your business that honors God and serves your community, all while achieving financial success.
Client Stories
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.
Jayden & Tonya Walker "The Serial Entrepreneur"
,
Fort Meyers, FL
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Jack and Linda reached out to Peak Financial Management looking for help planning for retirement.
Jack & Linda Miller - The Retiree
,
Dallas/Fort Worth, TX
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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.
Ryan and Alexis Collins - Sudden Wealth
,
Austin, TX
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To craft a retirement plan that blends comfort with active Christian stewardship, enabling them to engage in meaningful Kingdom work.
Joseph and Kimberley - The Business Owner
,
Atlanta, GA
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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.
Sofia Reyes - The Young Professional
,
Portland, OR
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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?
Daniel & Avery Williams - The Young Family
,
Denver, Colorado
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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.
David & Sarah Turner "The Executive"
,
Colorado Springs, CO
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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?"
