Families and Individuals

At the heart of your dreams and aspirations lies financial planning – it is the compass that can guide you towards your financial goals. Whether you’re a young family planning for your children’s education, an individual looking to invest wisely, or you’re nearing retirement and need to ensure a comfortable life post-work, financial planning is the key.
While the specific financial goals may differ among families and individuals, the underlying process of financial planning remains unchanged. This approach guarantees that your financial planning serves as a dynamic tool, adapting and evolving with you throughout every stage of your life.
At Anchored in Faith Wealth Management, we deeply comprehend the distinctive requirements of every family and individual. Our primary objective is to work together with you to develop a comprehensive financial plan that produces tangible results, improves your financial well-being, and enriches your overall life.

What Does Your Financial Future Look Like?

Financial planning goes beyond merely setting goals; it acts as the guiding compass that steers you towards the extraordinary life experiences you’ve always envisioned. With careful thought and strategic decision-making, you can pave the path to a future filled with abundance and fulfillment.

Navigating Financial Planning
During Life's Significant Milestones and Transitional Moments

While financial planning is valuable at any stage, there are specific life milestones where it becomes crucial for your comfort and security. Let’s explore how financial planning can empower you during these key moments.

Establishing Your Foundation

Starting Your Career
Starting A Business
Purchasing A Home

Expanding Phases

Getting Married
Having A Baby
Fostering & Adopting Children
Purchasing A New Or Second Home
Making A Significant Purchase

Transitional Phases

Changing Careers
Divorce
Loss Of A Loved One
Selling A Business
Entering Retirement

Unexpected Events

Loss Of A Job
Receiving An Inheritance
Living With A Disability
Experiencing A Health Crisis
Sudden Financial Windfall
Natural Disasters And Losses

Let’s join forces to craft a tailored financial strategy that empowers you to navigate life’s milestones and uncertainties with unwavering confidence. By embarking on your financial planning journey today, you can proactively prepare for whatever the future holds.
Take the first step by completing our online contact form or reaching out to our team of professionals at (586) 913-1910 for guidance and support.

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple

Combining finances and accounts
Working toward shared financial goals
Taking your union into account in your legacy plan.

Want to share your values? See our family meeting checklist

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

Planning for education expenses
Estate planning that allows you to designate a guardian
Mitigating risk with life and disability insurance

Is a 529 right for you? See our guide

Changing Careers

We’ll help ease the transition into a new venture.

Making the most of your benefits
Updating your financial plan and goals
Planning for the sale or purchase of a business

Taking the next step? See our career change checklist

Getting Divorced

We’ll help you navigate the path to financial independence.

Defining new financial goals
Building a solid foundation with banking and lending solutions
Updating your legacy plan and beneficiaries

Are you financially ready? See our guide to getting things in order

Whatever Your Priorities Are In Life. We're HereTo Offer The Guidance You Seek.

Take control of your financial future and achieve your long-term financial goals by working with a trusted financial planner. Get started today!