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
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.
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.
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.
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
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®).
