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OUR SERVICES

We Make Kingdom Builders

We are a different type of wealth advisory firm

Unlike traditional investment advisory and big-box wealth management firms, Reach One Teach One Financial focuses on increasing your impact as a Kingdom Builder. 

Our Services

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Investment Management

Manage and grow your portfolio in alignment with your values, combining goals with a strategy that is both purposeful and effective. We take the time to understand your goals and unique circumstances, providing guidance as life unfolds.

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Emerging Kingdom Builders

We work with you to create a cash flow system designed to help you save, grow, and give. This service is ideal for individuals with a positive net worth less than $200k and an annual compensation greater than $100k.

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Kingdom Building Financial Planning

Create a personalized, faith-driven financial plan that honors God, secures your family’s future, and empowers a life of purpose through generosity and impactful investing. We partner with you to provide ongoing advice and support to ensure your plan evolves as life happens.

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How does it work?

Process

We guide our clients through a foundational education framework, followed by a continuous cycle of review and adjustment, ensuring their Kingdom impact evolves through each life phase.

Maximize Cash Flow Margin

Adopt the Stewardship Framework

Increase Kingdom Impact

Follow the 10-Step Stewardship Sequence

Adjust
LGOG

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It all starts with a conversation

Schedule a 20-min introductory phone call

Our advisors bring a unique combination of technical expertise, life experience, and Biblical alignment, holding credentials such as Certified Financial Planner® (CFP®), Chartered Financial Consultant® (ChFC®), and Certified Kingdom Advisor® (CKA®).

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People

Principles

Our firm's core values influence every conversation and financial plan, providing a steady compass that guides our decisions with clarity and purpose, especially in times of uncertainty.

HEART OF A TEACHER

TRANSPARENCY

BIBLICAL

DO THE RIGHT THING

FIDUCIARY

LOVE & CARE

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