Updates

We’re Moving In!  August 28, 2023 by Sound Stewardship Team

After working remotely all summer, the Sound Stewardship team is excited to be moving into our new office the first week of September! There are still some finishing touches being made over the next …

Helping Kids Develop Healthy Money Habits  August 28, 2023 by Jonathan Harrison, CFP®

What were your earliest memories about money? Maybe it was your first job or your first time saving to buy something you really wanted. Or maybe it was not a happy memory, and your family struggle…

Webinar Replay: Mastering the college search process  August 9, 2023 by Heatherlee Peterman

August 17, 2023 | 12:00-1:00 pm (Central) Join us for a webinar with special guest Cozy Wittman from College Inside Track. This past year has resulted in some of the most significant changes to th…

Webinar Replay: My parents need senior care, what’s my next step?  July 17, 2023 by Heatherlee Peterman

Join us for a webinar Wednesday, July 19th with special guest Steve Kuker from Senior Care Consulting as we dive into the essential strategies and resources for providing the…

Striking Gold: A Wise Investor’s Handbook for Buying and Owning Gold  July 3, 2023 by Joel Reimer, CFP®

We often are asked by clients, usually after seeing an ad for gold, whether they should have more gold in their portfolio. With its long-standing value and ability to act as a hedge against inflation…