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Financial Services Company Spring Arbor, Michigan

PLANNING • INVESTING • GIVING

FM Financial provides professional guidance and investment management from a biblical perspective to help you clarify your life priorities and build a meaningful legacy.

WHAT WE DO

FM Financial Spring Arbor Michigan

PLANNING

  • Financial Planning      

  • Retirement Planning

  • Estate Planning

  • Legacy Planning

FM compass icon with financial planning
FM Financial Spring Arbor Michigan

INVESTING

  • Individual Accounts

  • Organization Accounts

  • Retirement Accounts

       (IRA, 403(b), 401k)

FM compass icon with dollar sign
FM Financial Spring Arbor Michigan

GIVING

  • Build on your Faithful Tithing

  • Maximize Impact

  • Give Strategically

  • Leave a Legacy

FM compass with giving icon

Welcome to the
STEWARDSHIP WELL DONE JOURNEY

While other financial service providers talk about wealth accumulation, FM Financial talks about living a life of Stewardship Well Done. To help explain what we mean, we have developed a unique tool called the Stewardship Well Done Journey.  It consists of nine waypoints designed to position your finances around biblical stewardship principles and lead to the realization that wise stewardship results in freedom and joy in Christ. Each journey is unique. Wherever you find yourself today, we would love to help you take your next step. There's always room for more travelers on the Stewardship Well Done Journey. We're so glad you've joined us.

1.
financial planning priorities

PRIORITIES

Determine what life priorities matter most.

2.
financial planning Budget

BUDGET

Prepare and follow a budget that includes tithing and giving all along the way.

3.
financial planning Documents

ESSENTIAL
DOCUMENTS

Draft a basic estate plan including a will or trust and powers of attorney,

4.
financial planning emergencies

EMERGENCIES

Assess insurance needs and build/maintain 3-6 months of living expenses.

5.
financial planning Retirement

RETIREMENT

Make monthly contributions to capture all 401(k) and 403(b)

matching funds.

6.
financial planning Debt

DEBT

Pay off all credit card and consumer debt.

7.
financial planning Save

SAVE

Set aside more for retirement, education, future purchases, and charitable opportunities.

8.
financial planning Plan

PLAN

Engage a professional for comprehensive financial planning and investment management.

9.
financial planning Legacy

LEGACY

Use proven gifting strategies to maximize your impact on the people and ministries you love.

TAKE THE NEXT STEP IN YOUR JOURNEY

Step 1

Take the Stewardship Well Done Journey Assessment.

​

Step 2

Schedule a complementary session with one of our

Stewardship Well Done Journey coaches.

Step 3

Be on your way to financial peace of mind, kingdom impact,

and a Stewardship Well Done legacy.

STEWARDSHIP WELL DONE BY THE NUMBERS

36

16,000+

35

Years in Business

Clients Served

Qualified Experts

FREE METHODIST INVESTMENT AND LOAN FUND

FM Financial manages the Free Methodist Investment and Loan Fund, which provides loans to Free Methodist churches and related ministries at reasonable rates. Loans are made possible through ministry-minded friends of The Free Methodist Church - USA who invest in the fund.

*The offer of securities is made solely by the Offering Circular. Not available in all states

LOAN FUND MINISTRY HIGHLIGHTS

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