FAITHFULLY SERVING

FaithFamilyFulfillmentFiduciary

Pre-RetireesBusiness OwnersFarmers

Full of Grace Financial walks alongside Faith-Driven Business Owners, Farmers, and Pre-Retirees to ensure you are being a good steward with the resources God has entrusted you with.

Business Owners

Financial planning for Indiana business owners – focused on tax planning/strategy, succession planning, and risk management. I weave stewardship into cash-flow strategies that protect assets and position your business for a smooth, values-driven transition.

Farmers

Financial planning for Indiana farmers – focused on tax planning/strategy, succession planning, and risk management. I weave stewardship into cash-flow strategies that protect assets and position your farming operations for a smooth, values-driven transition.

pre-retirees

Financial planning for Indiana pre-retirees – focused on tax efficiency, Social Security planning/strategy, and aligning your investments with your values. Gain confidence that your nest egg will safely fund retirement, support your desired charities, and bless future generations.

Why Choose FGF?

Choosing a financial planner is about more than numbers. It’s about finding a partner who understands your goals and creates strategies that fit your life. We take the time to listen, explain your options clearly, and design a roadmap that grows with you.

In addition, we know that every client is unique. Entrepreneurs may need help balancing business income with personal savings. Farmers face seasonal income cycles, equipment costs, and succession planning. Pre-retirees are often focused on building security and preparing for the next stage of life. Because of these differences, our financial plans are never one-size-fits-all.

Serving Fort Wayne, Roanoke, Huntington & Beyond

We’re proud to serve clients throughout northeast Indiana. Many of our clients come from Fort Wayne, Roanoke, Huntington, and Columbia City. However, no matter where you’re located in the region, our process is designed to make financial planning simple, practical, and effective.

Because we are based locally, we understand the unique needs of our community. As a result, we can offer insight that fits your lifestyle, business, and family.

Your Roadmap to Financial Success

Shop-Talk Intro

15-20min: Quick coffee-style chat to see if we’re a good fit for one another, walk through our service options, and help me better understand you.

Goal-Getter Huddle

60-90min: We talk through your dreams, dollars, and worries – everything from tax headaches to retirement hopes – so we know exactly what you’re aiming for.

Paperwork Round-Up

30-60min: We send you a simple checklist and help round-up your financial pieces, like: tax returns, account statements, and P&L sheets, so your financial life stops living in 12 different junk drawers.

Game-Plan Reveal

60-90min: After fitting all of your financial puzzle pieces together, I will roll out a clear action plan for you. We will list and prioritize your “next moves”, providing you the opportunity to live financially in the way you deserve and were intended to live.

Gear-Up Session

30-60min: Time to strap on our work boots and get things done, like: making tax adjustments, improving business efficiency, opening accounts, and get your money working where it should – today and for the long haul.

Six-Month Tune-Ups

Every 6 months: Like an oil change for your finances — we meet twice a year to track progress, tweak the plan, and tackle any new curveballs life throws your way.

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YOUR INVESTMENT

Assets Under Management Annual Advisory Fee
$0 – $250,000 1.10%
$250,001 – $500,000 1.00%
$500,001 – $1,000,000 0.90%
$1,000,001 + 0.80%

Monthly Retainer fees for Financial Planning will range from $100-$500/month.

We’re committed to making our financial planning process and fees clear and straightforward, ensuring you have the support needed to confidently manage your financial future.