Turn Earthly Riches Into Eternal Treasure
"What did you do with what I gave you?"
If God asks you that question at the end of your life, how will you answer?
Harvest Point® is a faith-based financial planning firm equipping high-impact families to steward wisely, give generously, and leave a legacy that is made up of more than money.
Individuals & Families
Faith-based financial planning that seek to bring clarity, confidence, and purpose to your personal and family wealth.
Women
We strive to empower women to make confident, values-driven financial decisions with compassion, clarity, and care.
Executives & Business Owners
Strategic, faith-centered guidance that aim to help leaders steward success, plan wisely, and leave a lasting legacy.
Non-Profit Leaders
Equipping ministry and non-profit leaders with strategies to pursue and sustain their mission for generations to come.
Retirement Planning
You've worked hard throughout your career. We help you retire to something, not just merely from something.
Investment Planning
What you invest in matters. We create investment strategies that are tailored to your needs, goals, risk tolerance, and values.
Generosity Planning
We believe that it is better to give than to receive. Our team would love to create a customized generosity plan for you.
Legacy Planning
Is the next steward chosen and prepared? Are you well-position to leave a legacy that is made up of more than money?
Discovery Questionnaire
Before our initial call, we'll ask you to complete a brief discovery questionnaire. This questionnaire helps us understand your current financial situation and objectives. This information allows us to tailor our conversation to your specific needs and ensures that we make the most of our time together during our first meeting.
Approximate Time Commitment: 5 minutes
Introductory Meeting
Our initial meeting, which is typically held over the phone or virtually, provides us with a great opportunity to begin to learn more about one another. This introductory meeting is a crucial step in assessing whether our firm and your needs are mutually aligned.
Approximate Time Commitment: 30 minutes
Approach Meeting
Next, we will meet to gain a better understanding of your goals, as well as to share more about how we work with clients, how we are compensated, and how we integrate Biblical wisdom into every part of our process. This meeting is designed to foster open communication and build a strong foundation for a potential long-term relationship.
Approximate Time Commitment: 1 hour
Let's Get Started!
If there is a mutual fit, we will begin the onboarding and implementation process. This involves gathering necessary documentation, setting up your accounts, and creating a personalized financial plan rooted in your unique calling and stewardship goals. We'll work closely with you every step of the way.
Approximate Time Commitment: Varies Per Client
About Harvest Point® Wealth Management
We seek to take care of our clients so that they can take care of what matters most to them. With over 95 years of combined experience in the finance industry, we serve clients in Des Moines and all around the country. We exist to serve as your professional advisors, empowering and equipping you to best steward your time, talents, and treasures.
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