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Philosophy

We have structured 4:8 Financial as an independent firm focused on Purpose Centered Financial Planning. We find that this is the best way to provide clients advice that is unbiased—without the conflicts of interest inherent in being employed by a big company that creates and sells products and services.


Mission Statement:

To empower and connect people to deeper meaning through Purpose Centered Financial Planning

By utilizing financial planning and wealth management solutions, Purpose Centered Financial Planning guides clients through a series of questions and self-discovery to determine and live out their true purposes. 

Matthew 6:20-21 states, “But store up for yourselves treasures in heaven, where moths and vermin do not destroy, and where thieves do not break in and steal.  For where your treasure is, there your heart will be also.”

We Are Your Financial Advocates:

We put the you first, not a big national company. 4:8 Financial aspires to be a professional partner that you love to work with.

Finances and investing can be confusing and we use our expertise and experience to help clients develop a comprehensive financial strategy that incorporates specific planning that makes sense.

We have the right financial tools and smart technology to build, implement, and monitor your plan. Transparency is critical and we don’t shy away from explaining cost and expenses. What you pay matters, that's why our Advisor-managed accounts are transparent and cost-efficient.