Contact: 706.432.8294

Memberships

Silver Plan
$99.00 • Unlimited credits • Renews every 1 month

Developing a solid foundation is the key to future prosperity. Working with a Christian Planner is the first step to creating financial success.

The Silver Plan is our foundation program for singles and couples

Includes

Cash Flow & Budgeting

Debt & Credit Management

Saving Program

Giving Program

Employee Benefits Review

Risk Management

This is a 12-month subscription plan

Valid for: Free 30 Minute Consultation

Gold Plan
$149.00 • Unlimited credits • Renews every 1 month

Most people need ongoing financial advice to assist them in paying off debt, buying a house, saving money for a future event, or managing their spending habits. Depending on your situation, we may refer you to a specialist. A financial plan becomes a workable document only if the goal is activated. A trusted Christian financial advisor can keep you on track with your financial blueprint using biblically inspired advice.

The Gold Plan is our financial planning package designed for singles and couples

Includes

Financial Planning

Investment Planning

Education Planning

Real Estate Planning

Retirement Income Planning

*Biblically Responsible Investing Impact Score

-The Gold Plan is a 12-month subscription plan and includes the Silver Plan

-Faith-based investment management requires additional fees

Valid for: Free 30 Minute Consultation, Christian Financial Planning for Individuals and Couples, Biblically Responsible Investing, Real Estate Analysis (residential or commercial), Investment Portfolio Impact Score

Platinum Plan
$199.00 • Unlimited credits • Renews every 1 month

The Platinum Plan is for pre-retirees or retirees who need advanced planning to augment their traditional planning.

The Platinum Plan includes

Estate Planning

Advanced Estate & Tax Planning

Inheritance (Generational) Planning

Medicare & Social Security Planning

401k & employer sponsored rollovers

Philanthropy Planning

-The Platinum Plan is a 12-month subscription and Includes the Gold Plan

-Faith-based investment management requires additional fees

Valid for: Free 30 Minute Consultation, Christian Financial Planning for Individuals and Couples, Biblically Responsible Investing, Investment Portfolio Impact Score, Real Estate Analysis

Diamond Plan
$249.00 • Unlimited credits • Renews every 1 month

The Diamond Plan is for small business owners who want to incorporate Christian values into their business.

The Diamond Plan includes

Business Planning

Business succession & Exit Planning

Business Retirement Planning

Key Person Strategies

Employee Benefits

-The Diamond Plan is a 12-month subscription and includes the Gold Plan

-Faith-based investment management requires additional fees

Valid for: Free 30 Minute Consultation, Christian Financial Planning for Small Business Owners, Christian Financial Planning for Individuals and Couples, Biblically Responsible Investing, Real Estate Analysis (residential or commercial), Investment Portfolio Impact Score

Investment and advisory services offered through Herrington Financial Services, Inc., a Registered Investment Advisory (RIA) firm. The information on this website does not constitute an offer to sell securities or a solicitation of an offer to buy securities. This site is for educational purposes only.