Golden Rule Wealth Advisory

Golden Rule Wealth Advisory We specialize in helping clients align their investment choices and strategies with their faith convictions through Biblically Faithful Investing.

My mission with Christian Family Financial is to be a trusted advisor to people of faith as they work to honor God with their finances and pursue the desires that God is producing in them. My job is to be a guide in the decision making process, integrating Biblical principles and technical expertise. My Biography:

Entered the Financial Planning industry: 2003

Financial Counselor Training throug

h Dave Ramsey’s organization: 2008

Certified Financial Planner™: 2012

Certified Kingdom Advisor®: 2016

Board of Elders at West Side Community Church in Traverse City, MI: 2007-2009

Professional licenses include the Series 7 & 66, Life, Accident & Health (including Disability and Long-Term Care), and Variable Annuity

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
06/03/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
06/01/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could ...
05/30/2026

Your earning potential over a lifetime is one of your biggest assets. See a projection of what your career income could add up to over time.

Estimate how much you may earn over your working years based on your current income.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/27/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Explore how inflation has affected purchasing power over the decades with this historical tool.
05/25/2026

Explore how inflation has affected purchasing power over the decades with this historical tool.

See how the purchasing power of a dollar has changed over time due to inflation.

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.
05/23/2026

Lost 401(k)s are a huge issue, with over 24 million forgotten. Learn more about what you can do in our new article.

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

Being healthy may help your personal finances.
05/20/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Three tips for giving smart from the heart.
05/18/2026

Three tips for giving smart from the heart.

Do you have causes that you want to support with donations?

10 tips that can head-off marriage money problems.
05/16/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
05/13/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Address

107 Cass Street, Suite D
Traverse City, MI
49684

Opening Hours

Monday 10am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Website

https://www.linkedin.com/company/golden-rule-wealth-advisory/

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