I’ve walked alongside families over the past ten years, helping them on their journey to managing their wealth. Some of the first questions I ask when I engage with families are, “What is your goal? What are you trying to accomplish?” Many times the answer is, “I want to be financially independent.” At first, this […]

There are three questions that every family must answer if they want to do comprehensive and integrated planning. If you tackle the questions below, in order, in a thoughtful manner, your family will be on your way towards maximizing your giving output and impact. 1. How much is enough for us? How much is enough […]

Jesus said “It is more blessed to give than to receive.” Michael Norton, an associate professor at Harvard Business School conducted a study that supports this statement. The results of the study indicate that when money is invested in others instead of ourselves, it actually increases our happiness. Money actually can buy happiness. We just […]

The United Nations (UN) publishes an annual report on happiness. This year my homeland Norway climbed from its previous fourth place position to stand atop the podium as the happiest country in the world. Is that really true and is happiness what determines a good life? Please allow me to explain. In its survey, the […]

If you’re like me the summer sneaks-up and is here before you know it! I know it shouldn’t be a surprise since it happens every year, but if I’m not careful, it flies by without any sense of intentionality or structure. So what does an ideal summer look like and how can it be planned […]

A cairn is a human-made pile of stones. The word cairn comes from the Scottish Gaelic: càrn. Cairns have been used for a broad variety of purposes, from prehistoric times to the present. They are trail markers in many parts of the world—in uplands, on moorland, on mountaintops, near waterways and on sea cliffs, as […]

A WISE FINANCIAL STANDARD The Certified Kingdom Advisor® designation provides a principled class of biblically wise financial professionals who have been trained in biblically wise financial advice for clients who long for peace of mind and purpose in their financial dealings. Choosing a Certified Kingdom Advisor® allows you to work with someone who has committed […]

Most people think all financial planners are “certified,” but this isn’t true. Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s […]