A simple, personalized plan to help you protect your family, eliminate debt, and build long-term wealth.

Your Financial Needs Analysis shows where you are today and what steps you can take to get ahead —

in protection, debt, savings, investments, and long-term planning.

Licensed representatives • Faith-based guidance • Your data stays private

Trusted Partner

A Financial Needs Analysis Built for Everyday Families

Your FNA is a personalized, easy-to-understand snapshot of your entire financial picture.

It shows you:

- Where your money is going

- How protected your family is

- What debts are holding you back

- Whether you’re saving enough

- What steps you can take to build long-term wealth

No confusion.
No pressure.
Just clarity.

4000+ Families Guided

We’ve helped thousands gain clarity, confidence, and control over their financial future through step-by-step planning.

70% of Families Found Gaps in Their Protection Plans

Most people discover holes in their financial foundation — your FNA uncovers exactly what’s missing.

What Is an FNA?

What You’ll Get From Your FNA

A Financial Needs Analysis is a clear snapshot of your household finances and a step-by-step plan to reach your goals. We translate numbers into next steps—through a lens of stewardship and wisdom.

Income Protection

Offers a variety of strategies to ensure your family's financial future should you die prematurely.

Retirement Protection

Provides a detailed analysis of how much money you need to prepare for retirement.

Debt Solutions

Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.

Education Funding

Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.

Financial Independence

Pulls all your information together by outlining specific steps to put your plan into action.

How It Works - 3 Simple Steps

See the Full Picture

Most people know bits and pieces of their finances. Your FNA connects everything so you can finally see where you stand.

Know What to Improve

From insurance gaps to debt structure and retirement goals, your FNA shows exactly where adjustments will make the biggest impact.

Get Clear Next Steps

Your FNA ends with a simple, doable action plan — no jargon, no overwhelm, and completely personalized.

4000+

Families Helped

120+

Strategies Created

$25M+

Debt Strategized

47+

Years in Business

Frequently Asked Questions

Do I need to bring documents?

Not always. Having basic numbers in mind helps, but you’re welcome to complete it step-by-step during the session.

How long does the FNA take?

Usually 30–45 minutes, depending on your questions.

Is this faith-based?

Yes — our approach is rooted in stewardship and responsible long-term planning.

Will I be offered financial products?

You’ll be shown options that fit your needs. Whether you choose to move forward is completely up to you.

Can I do this with my spouse?

Absolutely — in fact, it’s encouraged.

Is my information private?

Yes. All information is kept confidential and secure.

Your Financial Future Shouldn’t Be Guesswork.

It Should Be Clear.

Take the first step toward financial freedom. Start your Financial Needs Analysis and take the first step toward clarity, confidence, and long-term peace.

Want to chat with us?

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Proverbs 13:22: “A good man leaves an inheritance to his children’s children.”