Your Vision And Values Become Our Compass

Industry knowledge, clear communication and strong values combine to create a different kind of practice – one with an unwavering focus on doing what’s best for clients.

Our principal, Jim Sterling, has earned the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He takes a comprehensive approach to financial planning to help clients see the big picture of their finances and create a road map to their goals.

As part of that holistic service, Jim and his team pride themselves on clear and consistent communication, tailored to your preferences. Whether you like to dive into the details or cut straight to the heart of the matter, we will meet you where you’re at.

Finally, we help our clients live in alignment with their deeply held values. As a member of Kingdom Advisors, Jim is equipped to guide clients who are interested in biblical financial planning. We view this type of planning as additive to mainstream forms of financial planning. Biblical principles of setting long-term goals and diversification are just a few examples of how this advice is applied.

“To shine your brightest light is to be who you truly are.”
Roy T. Bennett