Equipping Christian Women To Have Financial Peace of Mind In Every Season Of Their Lives

Michelle Vargas, CFP®

Holistic Financial Planning and Investment Management

Independent | Objective | Transparent

Virtual financial advisor

In person meetings are available as needed.

Sharing your journey is a sacred trust, and we take this responsibility seriously.

We strive to provide long term value and results that are measurable.

So How Are We Different?

WE HELP OUR CLIENTS WITH:

Proactive tax planning, tax efficient investing, and smart giving strategies

Evaluating and minimizing risk when possible

Managing wealth for the first time due to a season of life change (Widows and women leaving the workforce)

Developing a biblical worldview of wealth