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Purpose Centered Financial Planning®

Who

Who

Philippians 4:8 states: “Finally, brothers and sisters, whatever is true, whatever is noble, whatever is right, whatever is pure, whatever is lovely, whatever is admirable- -if anything is excellent or praiseworthy--think about such things.”


4:8 Financial was founded on the principle of always doing the right thing. We are a full service financial firm with over 30 years of experience.

What

What

We offer comprehensive advice on all financial and wealth management needs, as well as helping our clients understand their goals, develop a financial plan, and work with them to better realize their true purpose and how their money fits in as a part of that.


We specialize in Purpose Centered Financial Planning® as well as customized wealth management. We work with individuals, families, and small organizations offering sound financial advice that is tailored to your goals, and time horizon utilizing investments that align with your values.

How

How

Along with your CPA and attorney, your relationship with a financial advisor is one of the most important professional relationships you will have. It is imperative to be sure that these relationships are in alignment for clients and advisors alike.


The following attributes are common among the investors we have had the best relationships with:

    • Serious about professional money management.
    • Focused on long term planning as opposed to daily swings in the markets
    • Prefer leveraging the expertise of a trusted advisor.
    • Interested in pursuing personal goals and purpose rather than the day to day of managing your investments and planning.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."