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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.
Prepare a will or trust along with powers of attorney for finances and healthcare.
Assess insurance needs and build/maintain 3-6 months of living expenses.
Monthly contributions to capture all 401(k), 403(b) matching funds.
Pay off all credit card and consumer debt.
Save more for education, retirement, future purchases and charitable opportunities.
Engage a professional for financial planning and investment management.
Engage a professional to utilize your estate planning documents and maximize giving.
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
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