Financial Planning & Wealth Coaching in Charlotte, NC: Values-Based Financial Planning with Purpose
Family Wealth Partners believes financial decisions should reflect deeply held values. Rooted in a commitment to Evidence-Driven Investing and Stewardship Coaching, we help individuals and families nationwide create sustainable plans that align with their values, long-term goals, and dreams.
Our team in Charlotte, NC, provides financial advising services to clients across the U.S., empowering them with tailored strategies and tools to make wise, values-driven financial decisions.
The Process is Simple:
Contact Us and Schedule Your First Free Meeting
Receive an Action Plan Tailored to You
Begin Your Journey to Financial Freedom
As Certified Financial Planners & Certified Kingdom Advisors, we bring our clients a holistic approach to wealth management, focusing on values-based financial planning, investment coaching, and stewardship.
We serve clients who seek clarity, accountability, and simplicity in financial planning—business owners, corporate leaders, and high-income families who are ready to make their wealth work for what matters most.
Values-Based Financial Planning: Aligning Money with Purpose
Our values-based financial planning process helps clients organize and understand their financial picture within the context of their values and faith. Financial decisions often require balancing personal and professional lives, and we specialize in helping clients see how one supports the other.
Our dashboard brings all financial data into one place, giving a comprehensive view and making it easy to see the bigger picture. With Family Wealth Partners, you don’t just get a financial plan—you gain peace of mind and a sense of purpose.
Services include:
Comprehensive financial planning tailored to both personal and professional life
Kingdom-minded strategies to integrate faith and finances
Tools and accountability to keep you on track
Our Values-Based Financial Planning is perfect for:
Business owners looking to simplify complex finances while focusing on what’s most important
Corporate executives who need a streamlined, clear overview of assets, cash flow, and equity options
Families who value financial transparency, efficiency, and values alignment
Investment Coaching: Guidance for Evidence-Driven Investing
Investing can be complex and overwhelming, but our evidence-driven investment coaching provides both expertise and clarity. Grounded in academically derived principles, our evidence-driven investing philosophy equips clients with strategies that are research-based, disciplined, and results-oriented. We guide clients through options that prioritize steady growth and align with a commitment to excellence and financial security.
Investment Coaching Highlights:
Evidence-Driven Investing for a research-backed approach
Portfolio management tailored to values and risk tolerance
Goal setting and cash flow tracking to ensure disciplined growth
Quarterly check-ins to stay aligned with objectives
As we continue to develop our values-based investing options, we’re excited to expand these offerings to help clients build a legacy that reflects both personal beliefs and financial goals.
Stewardship Coaching: Building a Legacy of Generosity
Our stewardship coaching focuses on helping clients make wise, thoughtful, and informed decisions about all they have been entrusted with. Stewardship means responsibly managing every aspect of one’s resources—financial, personal, and otherwise—to maximize impact and align with personal values.
For some, this may include generosity, but stewardship coaching is equally about using resources prudently and intentionally. Our approach provides the tools and insights needed to make informed choices, ensuring clients can confidently navigate their financial decisions as responsible stewards.
Stewardship Coaching Services:
Guidance on resource management for informed, purposeful decisions
Structuring a plan that reflects individual priorities, values, and goals
Strategies for effective resource allocation—whether for personal use, growth, or giving
Support in creating a legacy based on intentional and mindful stewardship
What You Can Expect From
Family Wealth Partners:
Why Work with Family Wealth Partners?
At Family Wealth Partners, our mission is to simplify the financial lives of clients who seek a balanced, values-based approach. From Charlotte, NC, we serve individuals nationwide who appreciate the combination of expertise and genuine faith-centered care that a Certified Financial Planner & Certified Kingdom Advisor provide.
What sets us apart:
Personalized Financial Dashboard: An all-in-one dashboard for clear, at-a-glance understanding of your complete financial picture
Values-Centered Accountability: We hold you accountable to your financial priorities, encouraging consistency with your long-term vision
Comprehensive Support: Guidance through everything from tax planning, retirement planning & investment management to wealth transfer for future generations
Biblical Principles: Incorporation of Biblical Stewardship principles
Our clients are not looking for a one-size-fits-all approach but a thoughtful, customized plan grounded in faith, humility, and a dedication to excellence.
FAQ: Frequently Asked Questions
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A: Values-based financial planning means aligning financial decisions with deeply held beliefs and personal values, ensuring that finances serve a meaningful purpose.
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A: Stewardship coaching focuses on managing all aspects of your resources thoughtfully and responsibly, not solely on charitable giving. We help clients make informed, intentional decisions about their financial assets, reflecting their unique priorities and values. While generosity is a part of stewardship for some, our approach emphasizes comprehensive resource management—ensuring every decision contributes to a legacy of wise stewardship.
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A: Yes, our team provides virtual financial advising and wealth management services to clients across the United States.
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A: VBI is an investment strategy that aligns financial assets with your worldview and beliefs, prioritizing investments that reflect responsible stewardship.
Ready to align your financial goals with your values? Reach out to Family Wealth Partners today, and let’s create a financial plan built on purpose, accountability, and a commitment to your highest priorities.