Our Services Start With You
Our Christian Family Legacy and Estate Planning / Wealth Planning Services and process begins with you.
We come along side you to guide you in your desire to become more Christ-like and to become a better servant and steward. We work with you (and your spouse) to help you discover what you’re most passionate about—and with your entire family—cast your vision so that internal alignment is achieved and your legacy is realized.
Our process goes beyond estate planning. It encompasses traditional estate planning methods but also helps you determine what you and your family are passionate about and achieves your vision of a God-centered future. Legacy Planning differs from estate planning in that we not only plan for your financial future, but an intentional faith based legacy that lasts for generations to come.
Kardia focuses on you, the family, as a starting point for our Legacy Planning process. We focus on what virtues and values you wish to leave to your heirs from not only a financial perspective, but from a faith perspective as well. In the end, Kardia clients have greater joy, purpose, family relationships and fulfillment as they see how God utilizes their wealth and family to change the lives of those they’ve chosen to help. Adding this element to our comprehensive estate planning is how we help you build a lasting Legacy for generations to come.