Statement of Purpose

Values

At the core of my financial life planning practice is the belief that financial stewardship should empower individuals and families to experience the fullness of life that God intends. Rooted in John 10:10 (TPT)—"But I have come to give you everything in abundance, more than you expect—life in its fullness until you overflow!"—I am committed to guiding my clients toward financial freedom, not just for security, but for a life of generosity, purpose, and abundance.

I also embrace the spirit of 2 Corinthians 6:11-13 (MSG)—"Dear, dear Corinthians, I can’t tell you how much I long for you to enter this wide-open, spacious life. We didn’t fence you in. The smallness you feel comes from within you. Your lives aren’t small, but you’re living them in a small way... Open up your lives. Live openly and expansively!"—which inspires my approach to financial planning. I believe that money should not confine but rather enable a spacious, generous, and purpose-driven life.

Furthermore, my work is anchored in the truth of Ephesians 2:8-10 (ESV)—"For by grace you have been saved through faith, and this is not your own doing; it is the gift of God, not a result of works, so that no one may boast. For we are his workmanship, created in Christ Jesus for good works, which God prepared beforehand, that we should walk in them." This passage reminds me that financial well-being is not about striving for status or security in wealth, but about stewarding God’s gifts to fulfill the good works He has set before us. Every financial plan I create is designed to help clients walk confidently in their calling, using their resources as a tool for impact and service.

Mission

With these values as my foundation, I commit to serving clients with excellence in financial life planning, purpose-driven investing and effective tax management. Further, I desire to walk with clients in exploring life transformation opportunities, all with:

• Integrity & Transparency – Providing honest, ethical, and faith-centered financial guidance.
• Empowerment & Education – Helping clients make informed financial decisions that align with their God-given purpose.
• Abundance Mindset – Encouraging financial strategies that create room for generosity, growth, and opportunity.
• Relational Stewardship – Serving with a heart open to listening, understanding, and walking alongside clients with care and wisdom.
• Grace & Purpose – Recognizing that financial success is not about striving alone, but about partnering with God to steward His provision for good works.

Vision

I live for the day… when all of my clients experience financial peace, not as an end, but as a means to a fuller, richer life—one lived openly, expansively, and in the overflow of God's provision.

I live for the day… when Harvest Money is sets the standard as a trusted source of wisdom, integrity, and purpose-driven financial life planning.

I live for the day… when the communities of my clients are strengthened by being home to financially stable and generous people.

I live for the day… when all people grasp how wide and long and high and deep is the love of Christ, and know this love that surpasses knowledge—that all may be filled to the measure of all the fullness of God.