HELPING FAMILIES ALIGN THEIR FINANCES WITH THEIR CHRISTIAN VALUES
Foundation Wealth Planning helps you answer your financial questions through a biblical worldview so that you can feel confident in stewarding the resources God has provided you.
WELCOME TO FOUNDATION WEALTH PLANNING
I’m Phil, a financial advisor with a vision of creating a firm that has a foundation in Christ and the biblical principles that stand the test of time. I have found that having a shared religious belief and biblical viewpoint with my clients allows me to fully understand your perspective and provide customized advice that aligns with your values.
In addition to providing advice from a biblical point of view, I value transparency. My hope is to provide conflict free advice as a fee-only financial advisor. At Foundation Wealth Planning, I have no hidden fees or commission so you know exactly what you’re spending and can feel confident that I have your best interest at heart.
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WHO WE ARE
Foundation Wealth Planning is a fee-only financial planning and investment management firm helping clients virtually from central Kansas and beyond align their Catholic values with their finances.
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WHAT WE DO
We help Catholics align their finances with their values by helping you answer your financial questions through a biblical worldview. However, I am just a normal guy, not a priest or biblical scholar.
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WHO WE SERVE
While we certainly are equipped to work with many different types of individuals and financial situations, we are best suited to work with practicing Catholic families that have a biblical worldview.
LET’S SEE IF WE’RE THE RIGHT FIT
WORKING WITH AN ADVISOR WITH A BIBLICAL WORLDVIEW
When it comes to financial advisors and financial planners, there are hundreds of excellent options. However, not many understand your biblical viewpoint, your desire to steward God’s resources, and your why.
When you choose Foundation Wealth Planning, you’re choosing a CERTIFIED FINANCIAL PLANNER™ professional with the knowledge and tools to help and the added bonus of a biblical and Catholic worldview.
The bible has clear lessons on how to manage your finances and as Christians we know that ultimately nothing belongs to us, it all belongs to God. We are called to steward the resources God has provided us. In addition to that, Catholics know this earth is not our final destination. So while it is important to manage your finances prudently, it is just as important to keep it all in perspective.
“As for the rich in this world, charge them not to be haughty, nor to set their hopes on uncertain riches but on God who richly furnishes us with everything to enjoy.”
1 Timothy 6:17
Ready to take the next step?
Let’s see if we’re a right fit by scheduling an introductory call. Your first consultation is complimentary.