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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

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PLANNING

  • Financial Planning      

  • Retirement Planning

  • Estate Planning

  • Gift Planning

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INVESTING

  • Individual Accounts

  • Organization Accounts

  • Retirement Accounts

       (IRA, 403(b), 401k)

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GIVING

  • Build on your Faithful Tithing

  • Maximize Impact

  • Give Strategically

  • Leave a Legacy

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.
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PRIORITIES

Determine what life priorities matter most.

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BUDGET

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

3.
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ESSENTIAL
DOCUMENTS

Prepare a will or trust along with powers of attorney for finances and healthcare.

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EMERGENCIES

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

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RETIREMENT

Monthly contributions to capture all 401(k), 403(b) matching funds.

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DEBT

Pay off all credit card and consumer debt.

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SAVE

Save more for education, retirement, future purchases and charitable opportunities.

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PLAN

Engage a professional for financial planning and investment management.

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LEGACY

Engage a professional to utilize your estate planning documents and maximize giving.

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

MINISTRY HIGHLIGHTS

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