Values-Based Financial Planning & Wealth Coaching in Charlotte, NC
We believe that financial planning should reflect what matters most. Rooted in a commitment to purpose and stewardship, we work with individuals, families, and business owners nationwide who seek alignment between their financial decisions and deeply held values.
Located in Charlotte, NC, and available to serve clients across the U.S., we bring clarity, accountability, and simplicity to wealth management. Our services include values-based financial planning, investment coaching, and stewardship coaching, all designed to empower our clients to manage their wealth with integrity and intention.
Our values-based financial planning process empowers clients to see the bigger picture and align finances with purpose. Financial decisions often intersect with both personal and professional lives, creating complexity and challenging trade-offs. We specialize in helping clients bring together these two worlds, ensuring that one supports the other. Through our personalized financial dashboard, clients gain a comprehensive view of all financial data in one place, simplifying complex decisions and providing peace of mind.
Values-Based Financial Planning: Align Your Wealth with Your Values
Our values-based financial planning includes:
Comprehensive financial planning tailored to both personal and professional goals
Kingdom-minded strategies to integrate faith and finances
Tools and accountability to stay aligned with priorities and values
Our Values-Based Financial Planning is ideal for:
Business owners who want clarity in their finances while maintaining focus on core values
Corporate executives who need an efficient, comprehensive view of assets, cash flow, and equity options
Families who value financial transparency, simplicity, and purpose-driven planning
Investment decisions can feel overwhelming, but our evidence-driven approach brings structure and discipline to the process. Family Wealth Partners offers investment coaching grounded in academically derived strategies that prioritize sustainable, long-term growth. With a focus on financial security, we guide clients through a range of investment options that align with both their values and goals, helping them build a legacy that reflects their highest priorities.
Investment Coaching: Evidence-Driven Investing with Integrity
Our Investment Coaching Services Include:
Evidence-driven investing for a structured, research-based approach
Portfolio management tailored to values and risk tolerance
Goal setting and cash flow tracking for consistent progress
Regular check-ins to stay aligned with financial goals
With Family Wealth Partners, your investments are more than just numbers. Our values-based investing options create a path to financial growth that upholds your personal beliefs.
Stewardship is more than just generosity; it’s about responsible management of every resource entrusted to you. At Family Wealth Partners, our stewardship coaching helps clients make wise, informed decisions about wealth, ensuring that every financial move aligns with their values. For some, this includes giving, but stewardship coaching is equally about making thoughtful decisions that support family, growth, and legacy. Our clients gain insights and tools to make informed decisions, developing a wealth plan that is intentional and impactful.
Stewardship Coaching: Building a Legacy of Wise Management
Our Stewardship Coaching Services Include:
Comprehensive resource management to support long-term goals
Structuring a plan that reflects unique priorities and values
Strategies for effective resource allocation, whether for personal use, growth, or giving
Guidance to build a legacy of intentional stewardship
Whether your focus is on growth, family, or giving, our stewardship coaching provides clarity and purpose.
At Family Wealth Partners, our mission is to simplify the financial journey for values-driven clients. Our Certified Kingdom Advisors and Certified Financial Planners bring expertise in wealth management, rooted in a Christian commitment to stewardship and accountability. Based in Charlotte, NC, we serve clients nationwide, offering a distinctive approach that combines comprehensive financial planning, transparency, and a focus on long-term values.
Why Work with Family Wealth Partners?
What sets us apart:
Personalized Financial Dashboard: View your entire financial picture at a glance for simpler decision-making.
Values-Centered Accountability: We support your goals with a structured, personalized approach that stays true to your long-term vision.
Comprehensive Support: Guidance through every aspect of financial management, from retirement planning & tax planning to asset protection & wealth transfer.
Biblical Stewardship Principles: Our approach to wealth management is grounded in biblical principles, emphasizing thoughtful, purposeful decisions.
We serve clients who are not looking for a one-size-fits-all approach, but for a thoughtful, customized financial plan. Our clients value expertise, faith-centered care, and a commitment to building a meaningful legacy.
Service Locations
Located in Charlotte, NC, Family Wealth Partners proudly serves individuals, families, and business owners across the United States. We offer a values-based approach to financial planning and stewardship coaching for clients locally in Matthews, NC, and the greater Charlotte area. Through virtual advising, clients nationwide have access to our services, ensuring that distance never hinders their financial progress or purpose.
“Why would I want this from Family Wealth Partners?”
Most people face a unique challenge in balancing complex financial lives with a desire to stay true to their values. For business owners, corporate leaders, and families, making wise financial decisions while keeping faith and values at the core can feel overwhelming and fragmented. At Family Wealth Partners, we simplify this by providing a clear, purpose-driven financial plan that integrates both personal and professional goals—offering clarity, alignment, and peace of mind. We understand that you want more than just numbers; you want a trusted advisor who supports your entire financial journey with accountability and intentional guidance.
“Who is this values-based investing for?”
Our values-based investing is designed for those who prioritize both financial growth and faith-driven decisions. Are you a business owner who wants to build wealth responsibly without compromising what matters most? Perhaps you’re an executive with little time to spare, needing a straightforward approach to manage your investments and company equity. Or maybe you’re a high-income family looking to create a legacy that reflects your beliefs. If this resonates, Family Wealth Partners offers you a trusted partnership to manage wealth intentionally and thoughtfully, aligning your investments with your values.
“Why should I choose Family Wealth Partners over someone else?”
At Family Wealth Partners, we offer a values-centered, faith-driven approach that goes beyond typical financial advising. Our team includes Certified Kingdom Advisors who specialize in aligning financial decisions with personal beliefs, giving you a partner who truly understands the importance of faith and stewardship. We provide:
Purpose-Driven Planning: Your plan reflects your values and faith, not just financial targets.
All-in-One Financial Dashboard: Easy access to all your finances, making decision-making and tracking progress clear and efficient.
Accountability to Your Goals: We hold you to the things you value most, with tools to keep you on track.
Biblical Stewardship Principles: We guide you in managing your wealth responsibly, with an emphasis on integrity, growth, and purpose.
“What’s included in my relationship with Family Wealth Partners?”
With Family Wealth Partners, you receive a well-rounded approach that covers your financial needs comprehensively. Here’s what you can expect:
Personalized Financial Dashboard: All your finances in one place, giving you a clear, at-a-glance view of your entire financial picture.
Values-Based Financial Planning: A strategy that respects your personal values and goals, integrating them into every part of your financial life.
Investment Coaching: Evidence-driven strategies to support steady growth and align your portfolio with your beliefs.
Stewardship Coaching: Thoughtful guidance on managing resources wisely and responsibly, including support in areas of giving, saving, and spending.
Consistent Accountability: Regular check-ins to ensure your plan stays aligned with your vision, priorities, and changing needs.
FAQ: Frequently Asked Questions
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A: Values-based financial planning aligns financial decisions with personal values and deeply held beliefs, ensuring that financial choices serve a meaningful purpose.
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A: Stewardship coaching helps clients responsibly manage all aspects of their resources, not just charitable giving. We focus on comprehensive resource management, providing guidance that reflects clients’ unique priorities.
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A: Absolutely. We provide virtual financial advising services to clients across the United States, making our expertise accessible no matter where you live.
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A: VBI is an investment strategy that aligns financial assets with your beliefs, prioritizing investments that reflect responsible stewardship and integrity.
Ready to bring purpose and clarity to your financial planning? Reach out to Family Wealth Partners today to start building a financial future rooted in values, accountability, and intentional growth.