After graduating high school, Josh went to bible college to become a pastor. While studying theology and pastoral care, he was introduced to financial planning.
Saving and investing money across the complexity of life can be easier to accomplish when you have a coach or mentor — someone who can listen to your story, understand your goals, create a plan and monitor your progress.
Authentic relationships like these can be a powerful force to accomplish great things. Which is why the first – and possibly most important step — in any financial advising process is to get to know you. Ultimately, the goal is to add value to your financial journey.