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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.
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. We specialize in Purpose-Centered Financial Planning® as well as customized wealth management. We work with a select group of 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.
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.”
The Right Fit:
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.
“The happiness which brings enduring worth to life is not the superficial happiness that is dependent on circumstances. It is the happiness and contentment that fills the soul even in the midst of the most distressing circumstances and the most bitter environment. It is the kind of happiness that grins when things go wrong and smiles through the tears. The happiness for which our souls ache is one undisturbed by success or failure, one which will root deeply inside us and give inward relaxation, peace, and contentment, no matter what the surface problems may be. That kind of happiness stands in need of no outward stimulus.” -Billy Graham
