Who we serve
Pastors and ministry leaders
Ministry leaders spend their working lives helping other households through crisis, including financial crisis, and are among the least likely to have anyone doing the same for them. The compensation structures involved are also genuinely unusual.
Clergy compensation is not standard compensation
Housing allowances, dual tax status and denominational retirement plans combine into a picture that generic planning advice handles badly.
The retirement plan is often the church’s, and often thin
Provision varies enormously between congregations and denominations, and the gap is rarely visible until late.
Bivocational income, planned as one thing
Ministry income alongside other employment or self-employment produces exactly the hybrid situation her planning engagement is designed around.
One person who is allowed to ask you
The pastoral role makes it difficult to raise your own financial situation inside your own congregation. That is a structural problem, not a personal failing.
The published profile
What she publishes about who this engagement fits
One published client profile covers every group on this site — there is no separate offering for any of them:
- Individuals or couples ages 40–60
- Household income of $150,000+ — most clients are in the $250,000–$400,000 range
- Hybrid income: you earn both W2 and 1099 income
- Able and willing to commit at least a few hundred dollars per month — often $500–$750+
- You want to delegate complexity and work with a CFP®
And next to it, deliberately, the referral policy: We gladly accept referrals from our clients for their family, friends, and colleagues — regardless of present financial position.
What tends to bring people here
The events this group most often arrives with
Why this page exists
What this one is anchored to
No audience on this site is claimed because it would be useful to claim it. Each one is anchored to a documented talk, book, article, affiliation, or her own published client profile.
Anchor
Her signature talk “Holistic Financial Planning for Shepherds”; she has been Senior Pastor of Micah 7 Ministries since 2016 and holds an M.Div.
I am credentialed, I’m credible, and I’m called.
One free hour. No numbers required.
Bring the situation, not the spreadsheets. She starts every first conversation with where you want to go, not what you have.