Our Process – Do you have a plan?

Do you have a trusted financial advisor to help you pursue your dreams? Does this advisor help you understand your investments and how they work together to pursue your objectives? Have you spent time discussing major life events that may affect your strategy? Do you feel confident that you know everything you need to know about available products, strategies and services that may work best for you?

If you answered "no" to any of these questions, we invite you to become part of a select group who has chosen Covenant Wealth Strategies. Our process begins and ends with you. We seek to understand your goals, your objectives, and your personal values in order to develop a strategy that accounts for your unique situation.