Every life stage comes with new ideas, new dreams for the future, and new questions. Kindred’s Wealth and Investment Team is here to answer all your questions and offer personalized advice that helps you work towards your dreams. We’re committed to sharing our expertise, simplifying your options, and offering you choices that align with your values. Honest conversations will help us understand your financial position and your priorities, so we can develop a plan using your money in a way that fits your values.
Our holistic approach to finances flows out of Kindred’s faith tradition and is based on the following principles: Spend less than you earn, acquire debt responsibly, manage cash flow, give generously, and set short- and long-term goals.
Our holistic approach to finances flows out of our faith tradition and is based on the principles of Give, Live, Owe, Grow, with values at the core.
A written financial plan can provide greater peace of mind and confidence in the future; we want that for each of our members. We listen to your needs and partner with you to connect your values with your finances.
Our breadth of products and services provide you the convenience of building your plan all in one place and our professional team provides the advice you need to have confidence for your future.
Our financial planning services are offered at no charge to all members and our team is not commissioned for selling financial products.
When you build a strong, financial foundation you can plan for, reach, and celebrate financial milestones.