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
(IRA, 403(b), 401k)
Build on your Faithful Tithing
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.
Determine what life priorities matter most.
Prepare and follow a budget that includes tithing and giving all along the way.
Draft a basic estate plan including a will or trust and powers of attorney,
Assess insurance needs and build/maintain 3-6 months of living expenses.
Make monthly contributions to capture all 401(k) and 403(b)
Pay off all credit card and consumer debt.
Save more for education, retirement, future purchases and charitable opportunities.
Engage a professional for comprehensive financial planning and investment management.
Use proven gifting strategies to maximize your impact on the people and ministries you love.
TAKE THE NEXT STEP IN YOUR JOURNEY
Take the Stewardship Well Done Journey Assessment.
Schedule a complementary session with one of our
Stewardship Well Done Journey coaches.
Be on your way to financial peace of mind, kingdom impact,
and a Stewardship Well Done legacy.
STEWARDSHIP WELL DONE BY THE NUMBERS
Years in Business
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