Family Wealth Advisors
Align Your Money
With Your Values
Faith-Based Financial Planning and Investing
Start your financial journey with us to align your money with your Christian values. Honor God and become a good steward of your time, talents, and resources to bring peace of mind to your relationship with money.
"Therefore if you have not been faithful in the unrighteous mammon, who will commit to your trust the true riches"? (Luke 16:11 NKJV)
Most financial planners and advisors concentrate on helping you through phase 1 of your life. (That’s like getting up a mountain but forgetting you must go down the other side). We typically define phase one as the accumulation phase and phase 2 as the decumulation phase. Halftime is in the middle. Here at Lifestyle Financial Services (LFS), we work with you to navigate the second phase of life. If you are preparing for “Halftime,” give us a call. Let us help you build a Lifestyle, not a retirement.
What’s your Investor Mindset?
Sometimes, advisors only assess investors one-dimensionally and offer cookie-cutter portfolios.
Through our assessment, we’ll capture a three-dimensional picture of who you are as an investor—your investor mindset, goals, values, and interests—to build a personalized portfolio and share meaningful investing insights.
Are you ready for a more meaningful investing experience?
In-person and remote options
Our office is conveniently located in Augusta, Georgia. Can’t make it into the office? No worries—we’ve got you covered with Virtual Meetings.
Our services
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Christian Financial Planning
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Biblical Responsible Investing
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Estate Planning
“Whoever sows sparingly will also reap sparingly, and whoever sows generously will also reap generously…God loves a cheerful giver.”
2 Corinthians 9:6-7