Individuals & Families
Women
Executives & Business Owners
Non-Profit Leaders
Each person’s financial story is shaped by unique goals, responsibilities, and a desire to live with purpose. At Harvest Point®, we strive to help individuals and families find clarity and confidence through faith-based financial planning by connecting their resources with what matters most to them. Whether you’re preparing for retirement, managing complex assets, or changing jobs, our team provides thoughtful guidance rooted in Biblical wisdom. We focus on more than just the numbers; we strive to help you understand the heart behind the numbers, seeking contentment, peace, and knowledge in order to create a lasting impact for generations to come.
Teaching Kids About Money
Money can be a challenging topic for us to understand at any age, let alone as a kid. However, teaching kids (or grandkids) about money, even while they are young, can make a world of difference as they grow and mature. Plus, it can be fun!
What Can You Buy With 529 Distributions?
Some of the biggest challenges many face when it comes to education are financial challenges. Fortunately, a 529 college savings plan can help. And they are not just for college anymore...
Prior to investing in a 529 Plan, investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.
Financial Planning for Family Vacations
Family vacations are more than a break from the routine—they are intentional opportunities to nurture relationships, create lasting memories, and enjoy the goodness of God’s creation. But as with any financial goal, careful planning helps ensure these moments don’t come at the expense of your broader stewardship priorities.
Every woman’s financial journey is different, often marked by seasons of change, growth, and new beginnings. At Harvest Point®, we are committed to walk alongside you with compassion and understanding, helping you make decisions that reflect your values and vision for the future, and to do so with confidence. Whether you’re managing wealth independently, navigating life transitions, or planning ahead for retirement, we offer guidance that aims to blend Biblical financial wisdom with practical financial tools. Our goal is to equip and empower you to steward your resources with confidence and purpose.
A New Perspective on "Living Below Your Means"
One of the most common pieces of advice I’ve received is to “live below your means.” It’s a phrase often tied to the idea that sacrificing now will lead to wealth later. And while that may be true, I’m beginning to realize that simply getting rich isn’t the whole point.
What Are My Long-Term Care Options?
What happens when we can’t do everything we used to be able to do? As we age, our lifestyles may become more complicated with different routines, medication, schedules, goals, and daily needs. Fortunately, there are strategies that can help with this transition.
The Importance of Strong Passwords—and How to Manage Them
In today’s world, nearly every part of our lives has a digital footprint. While technology can be a wonderful tool, it also opens the door to risks if we don’t protect ourselves. One of the simplest yet most powerful ways to guard your information is by using strong passwords.
Are you low on margin? Who do you talk to about your finances? We help executives and business owners bring structure and purpose to their financial lives through strategic, faith-based financial planning. From business transitions and tax mitigation strategies to personal wealth and legacy design, we align your professional success with your long-term stewardship goals and help hold you accountable to them. Our approach strives to help you lead well today while preparing to leave a meaningful legacy that reflects your values and your faith.
Big Beautiful Bill Investor Insights
After slogging through 887 pages of the freshly signed One Big Beautiful Bill, I boiled it down to what actually matters for your household budget and long‑term plan. Check out the highlights!
How Is Your Money Protected?
Wise financial stewardship includes knowing how your money is protected. Two key organizations in the U.S. help safeguard financial assets: the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). While they serve different purposes, both offer valuable protection for your savings and investments.
How I’m Using AI
Artificial Intelligence (AI) is everywhere these days. From “GPTs” and chatbots to digital assistants, AI is showing up on nearly every platform. There’s no denying it—AI is reshaping the technological landscape. How can you make the most of it?
Your work changes lives for all of eternity. At Harvest Point®, we partner with non-profit and ministry leaders like you who are constantly pouring themselves out for others. Through faith-based financial guidance, we help you navigate the challenges of personal planning, giving, and organizational stewardship. Our role is to come alongside you with wisdom and care, with the goal of helping you build financial stability that fuels lasting Kingdom impact.
What Does Faith Have to Do with Investing?
Whether we think about it or not, our investments reflect our values. We are accountable for how we steward God’s resources—even the ones quietly growing in retirement accounts.
Paying Off Loans Strategically
Debt can feel like a heavy burden, but with a strategic approach, you can work toward financial freedom and still enjoy life. Here are five practical steps towards strategically paying off loans.
Mindfulness Matters!
In a fast-paced world filled with distractions, choosing to be mindful offers a way to slow down, focus, and find joy. Practicing mindfulness—being fully present in the moment—has so many benefits for mental, emotional, spiritual, and even physical well-being.