For small business owners, high net worth individuals, and real estate investors, navigating financial challenges can be daunting without a well-structured plan. Financial planning is not just a roadmap for wealth growth; it is rooted in biblical principles that emphasize stewardship, foresight, and discipline. Proverbs 21:5 tells us, “The plans of the diligent lead to profit as surely as haste leads to poverty.” This verse underscores the importance of strategic planning to achieve lasting success.

Creating a comprehensive financial plan requires the expertise of a Certified Financial Planner™ (CFP®), like myself, Philip Ambrose, at Rosenberg Alvis Ambrose Wealth Management. As a CFP®, my role involves a thorough analysis of your current financial situation, including cash flow, investments, liabilities, tax strategies, and risk management. We work to develop a personalized plan that aligns with your long-term goals, whether they include expanding your business, investing in real estate, or securing a comfortable retirement.

A financial plan covers investment management, estate planning, risk management through insurance, and retirement strategies. At our firm, we believe in a holistic approach—every aspect of your finances is interconnected, and we address each part to build a comprehensive strategy tailored to your needs.

Biblical stewardship encourages not just accumulation but wise and ethical management of resources. Jesus’ parable of the talents (Matthew 25:14-30) highlights the importance of using what is entrusted to us in a way that multiplies its value and serves greater purposes. Applying these truths, a financial plan ensures you’re prepared to steward your wealth responsibly, leave a legacy, and achieve peace of mind.

The cost of working with a CFP® can vary based on the services provided. Some charge hourly rates ranging from $150 to $400, while others may charge a flat fee for a complete plan or a percentage of assets under management, typically around 0.5% to 1.5% annually.

At Rosenberg Alvis Ambrose Wealth Management, we are dedicated to guiding you with expertise and faith-based values, helping you secure a prosperous future that aligns with your purpose and values.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2023 FMG Suite.

This article was provided by Philip J Ambrose, CFP®

CERTIFIED FINANCIAL PLANNER™

Rosenberg Alvis & Ambrose Wealth Management

(229) 702 6100

312 N. Broad Street

Thomasville, GA 31792

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1876- B Eider Ct.

Tallahassee, FL 32308

www.raawealthmgmt.com