Fee-only, fiduciary financial planning, advice, and investment guidance to help Christians retire with clarity and confidence.
Della Stegall, CFP®, CIMA®, RICP®
It depends on your own unique financial circumstances, needs, values, and goals. No two people or couples start with the same financial blueprint. This is why we first learn these important pieces about you and then tailor your financial planning specifically for you.
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Our financial planning services will not only give you a better understanding of your current financial picture, they'll also help you plan and prepare for your best route ahead into and through retirement.
We also offer investment management as a separate service or in combination with ongoing financial planning. The combination approach keeps your plan and investment strategies current and allows them to adjust as needed so you can stay on top of life's twists and turns.
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For business owners looking for setup or maintenance help with their company retirement plans, we offer fiduciary retirement plan services as well, giving you more time to focus on your business.​​
Are you wondering...
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When can I retire?
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How much money do I need to retire?
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How should I draw from my accounts in retirement?
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When should I claim Social Security?
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If I retire before age 65, what about healthcare costs?
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The short answer to all
these questions is...
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It depends.
Our Services
Our financial planning service first performs comprehensive analysis of your unique financial picture, and based on the results, we provide personalized (and not AI-generated) recommendations and strategies to help you retire with confidence.
We'll work with you in all stages of retirement planning--preparing for it, taking the big step, and enjoying your retirement years, ensuring that the pieces of your financial life are best aligned to your needs and goals. Planning includes tax and investment strategies, estate planning, income and cash flow planning, and more.
We offer investment management using either a general investing approach or a Biblically Responsible Investing (BRI) approach. (BRI uses portfolio holdings that more closely align to Christian principles.)
Your investments also align with your personal risk tolerance and your financial circumstances and goals. We take fund fees, taxes, and the economic environment into consideration with all investments.
If you're a business owner or administrator looking for assistance with setting up and/or managing a retirement plan for you and your employees, we can help. We'll work with you to determine which plan best suits your needs and those of your business. We can also help you through the set-up process and provide ongoing fiduciary advisory services after it's up and running.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.​