Mission & Vision Statements

                                                Mission Statement

My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their qualified and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

At Covenant Financial Strategies, our purpose is to glorify God as we carry out our calling to guide clients in following God’s command to be good stewards over all that He has entrusted to them. We do this by providing Biblically-based wealth management services along with the finest financial products and most personalized financial advice possible. Recognizing the broad diversity in values and core tenets among believers from both denominational and non-denominational faith backgrounds, we endeavor to know and understand our clients’ specific values, and to incorporate them along with their needs, ambitions, and long-term objectives in developing, implementing, and monitoring a strategy which is aligned with their personal values and beliefs.  Our operations and daily decisions are based on faith in God, guidance from scripture, integrity, respect, confidentiality, a goal of excellence, and a desire to do what is both right and best for every advisory client in every situation.  We continually strive to remain a valued source of knowledge and customized advice for our clients through ongoing professional development and continuing education.  We constantly aspire to maintain a reputation of highest quality through the nurturing of deep, long-term relationships with our clients.

                                                 Vision Statement

We endeavor to conduct the business of our firm in a manner which is pleasing to God, and to be valued by our individual, family, and business clients for our independent and comprehensive services offered in the areas of investment management, risk management, and purpose-based financial planning.