Resources

Check out all of our resources on estate planning, financial advice, real-world case studies, and more.

Blogs

The Basics of Keeping a Balanced Investment Portfolio

Money Management 101: Tips for Your Kids Entering the Workforce

Small Business Owner Retirement: Dealing with an Unexpected Exit

Divorce and Retirement: Here’s What You Need to Know

Do You Have a Plan for Your Digital ‘Estate’?

Retirement as a Single Woman

What You Should Consider If You Are Preparing To Buy Your First Home? By Peter Geckeler

What You Should Consider If You Are Preparing To Buy Your First Home? Part 2 – By Peter Geckeler

Monthly Money Meetings for Couples by Peter Geckeler

Case Studies

Business Transition Planning:
Meet Fred Sigman

Wealth Transfer:
Meet the Johnsons

Multi-Generational Wealth Planning:
Meet Teresa

Financial Planning:
Meet the Sheltons

Tax Planning:
Meet the Martins

Philanthropic Planning:
Meet the Becks

Retirement and Life Planning:
Meet the Winfields

Special Circumstances:
Meet Beth Mosley

Investment Management:
Meet the Smiths

Access The Word on Stewardship Flip book

Access The Word on Stewardship Flip book

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What Financial Challenges Do You Face?

For Kingdom-minded individuals and couples, it can be a challenge to align your financial life with your values. Download 5 Financial Challenges Successful Families Face—And How to Address Them, where we’ll help you discover what you can do today to set your family up for success later. Get your free copy today:

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