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

Holistic financial planning and investment management for 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