Our Vision: Our financial life planning firm (well-established) specializes in helping our client-families to integrate their faith with their finances (all aspects).
Our Mission: We strengthen the family unit by helping it to move from aspiration (heart) to impact by advising our client decision-makers to make wise, values-based decisions with their money and their lives.
Since educating the mind without educating the heart is no education at all, we focus on the whole person.
Job Description: To thrive, be happy and prosper in your job, you need to love people, numbers and technology. You need to be team-friendly, able to function autonomously, a good communicator (verbal/written), researcher and analyst. We will train you on our system.