Perpetual Lifestyle Planning

Perpetual Lifestyle Planning Perpetual Lifestyle Planning is the continuous planning for your lifestyle. We are here to make a positive impact in your life!

Everything starts with a plan because if you don’t know where you are, how will you know how to get where you want to go?

03/02/2026

Wealth Management. Financial Advisory. Financial Planning. Financial Protection.

Yes. We can absolutely help you with all of these things.

Frankly, you can get all of these services using bots and AI agents, if you don't value relationships.

However, if you value human connection, and you want someone to lead you, guide you, and direct you, we are here to serve.

We will pray with you about tough decisions that are important to you, and that is where we really separate ourselves from other firms. We are people serving people. Using technology to strengthen relationships, not replace them.

We serve the Lord, and out of that overflow, we serve you to the best of our ability, that He has given us.

If you want that, you have come to the right place, and we look forward to having a conversation about what matters most to you, and your family.

Perpetual Lifestyle Planning is hiring! With Davis transitioning to a licensed Financial Advisor soon, we must move on t...
07/14/2025

Perpetual Lifestyle Planning is hiring!

With Davis transitioning to a licensed Financial Advisor soon, we must move on to the task of finding someone to step into his role. We know he will do well in the new job, but we need someone to serve our clients as he grows into the new position.

If you know someone that you believe would work well on our team, has an incredible heart to serve God and others, and fits the criteria below, please put them in touch with me.
This is a great opportunity for someone who wants to be in a high energy, uplifting environment, with growth potential.

Here is what we are looking for:
Job Title: Part-Time Client Relationship Manager
Location: Birmingham, AL (In office with some remote work)
Job Type: Part-Time
Salary: Competitive, based on experience
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Job Description:
We are seeking a dedicated and dynamic Part-Time Client Relationship Manager to join our team. This role is perfect for someone who is passionate about serving others, excels in problem-solving, and thrives in a flexible work environment. As a Client Relationship Manager, you will be the main point of contact for our clients, ensuring their needs are met with the highest level of service and professionalism.

Key Responsibilities:
• Client Engagement: Build and maintain strong, long-lasting client relationships by understanding their needs and providing personalized solutions.
• Communication: Act as the primary contact for clients, handling inquiries, resolving issues, and providing updates on services and projects.
• Dependability: Serve as a reliable point of contact for clients, ensuring consistent follow-through and attention to detail.
• Trustworthiness: Handle sensitive client information with confidentiality and integrity.
• Support: Assist clients with any challenges they face, demonstrating a servant-hearted approach to service with strong sense of urgency.
• Flexibility: Adapt to changing client needs and schedules, with the ability to work from home some days as needed.
Required Traits and Skills:
• Servant-Hearted: A genuine desire to serve clients and go the extra mile to ensure their satisfaction.
• Hard Working: A strong work ethic with the ability to manage time effectively and handle multiple tasks efficiently.
• Dependable: Consistent reliability and accountability in all aspects of the job, with attention to detail.
• Trustworthy: High level of integrity and discretion in handling client information.
• Problem Solver: Strong analytical and critical thinking skills to address and resolve client issues promptly.
• Multi-Tasking: Excellent organizational skills and the ability to juggle multiple priorities without compromising quality.
Qualifications:
• Proven experience in a client relationship management or similar administrative role.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency with CRM software and Microsoft Office Suite.
• Flexibility in working hours and the ability to work remotely when needed.
Benefits:
• Competitive salary based on experience.
• Flexible working hours.
• Opportunity to work remotely some days.
• Supportive and collaborative work environment.
• Opportunities for professional development and growth.
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If you are a dedicated professional with a passion for client service and a commitment to excellence, we would love to hear from you. Apply today to join our team and make a meaningful impact on our clients' success.

To Apply: Please submit your resume and a cover letter detailing your relevant experience to [email protected] and why you would be a great fit for this role.

Please help us find the right person for this great opportunity!

07/07/2025

At Perpetual Lifestyle Planning, we are constantly seeking God's wisdom for how we can best serve our clients.

As a Marketplace ministry, we strive to adhere to our core values:

Honesty
Integrity
Trustworthiness
Holiness
Kindness
Love
Accountability

We will do our best to honor God, by living out these values on a daily basis.

Today, we reviewed these as a team and broke down what each one means, and why they are so important.

Know that we are doing our best to glorify God with all we do each day, while serving the people He places in our path.

If there is someone you know who could benefit from this approach, either as a potential team member, or client, please contact us and let us know.

God bless and have a great day!

In September of 2014, God gave me a name in a hotel, at a NAIFA conference in San Diego: Perpetual Lifestyle Planning, a...
02/27/2025

In September of 2014, God gave me a name in a hotel, at a NAIFA conference in San Diego: Perpetual Lifestyle Planning, and I had no idea what to do with it. Honestly, I thought I had a good idea, and it could possibly be God. I wasn't in relationship with Him at the time, so I took the idea to my wife who heard Him clearly, and she didn't shoot me down, so we pursued it. It was not an easy decision, to say the least.

On February 27th 2015, Perpetual Lifestyle Planning was formed, and the idea became a formal organization. 10 years later, I am so thankful I heard the voice of God, and my wife believed in me. The fruit that decision produced has been incredible to see over time.

The first year I wanted to quit many times and felt like I had made a terrible mistake. It made no sense for me to start my own firm in the natural. I lost 40% of my income, and many people thought I had gone crazy, but God was trying to reach my heart and wanted me to trust Him. I was attempting to follow God in my own strength, and that never works out well, so I started surrendering my life to the Lord, albeit slowly. At some point that year, I received a prophetic word that the Lord had called me out of Egypt, and even though I was in the desert, He had called me to the promise land, so I knew that meant I needed to keep going.

In January 2016, I fully surrendered my life to Jesus Christ and gave Him everything I had. He had humbled me the previous year, and made me realize I was nothing without Him, so I told Him what He already knew, that I was all His, and I would do whatever He asked me to do.

The second year wasn't much better financially, and the stress and financial toll it took on me, and my family, was very difficult to overcome. However, I had God's peace, and a confidence in Him, that I didn't have before. I knew that God had called me to do more than just manage people's money, so I kept going.

The next year, things started to improve as I continued to seek Him more, and in 2018, I went to a Heaven in Business workshop that changed my life. First, I walked in with a torn ACL that got healed by prayer, and walked out with encouraging testimonies, and renewed belief that what I was doing was needed, and possible. Meeting Andy Mason, and hearing his heart for marketplace ministry, was so empowering and I grew more excited for what God was doing, outside of the church, and all over the World. This was a catalyst for hearing the voice of God on a regular basis, and asking Him what He wanted to do in the business.

That year, I was baptized in the Holy Spirit and I began to hear the voice of God more clearly, and started to see incredible evidence of how amazing He is on a daily basis.

In 2020, I went to the Heaven in Business Conference for the first time in Redding, California and I was surrounded by amazing people who were all walking in the same direction. I had found my tribe. On fire to encourage others in Birmingham when I got home, I could not wait to see what God would do. Several weeks later, the lockdowns started. The whole world was shutting down, and it was gripped with fear.

Thankfully, I had made friends around the World and we were encouraging one another, and Andy decided to start a weekly prayer call until the virus came to an end. That mid-week encouragement turned into an incredible lifeline for me, and so many, and it helped PLP not only survive, but thrive, during the craziest times in World history. Chaos was everywhere, but we had the hope of Jesus Christ, which is better than anything the world has to offer.

The business has continued to grow each year, and it has all been based on our commitment to boldly following Jesus, and share that good news with others God places in our path.

10 years into this amazing journey, I am so grateful for all that God has done through His idea.

Today, we have a great team of people who love God, and love others very well. We serve people to the best of our ability and put their needs above our own. We pray for, and counsel our clients, in ways I never imagined in the beginning. We lay hands on the sick and see them healed, in the name of Jesus. People have given their lives to Christ in our office. Oppressive spirits have left people in business meetings. Words of encouragement are freely given, and received. We have amazing clients that trust us, and know that we love them, all over the country. We now have 2 offices, in Birmingham, Alabama, and Laguna Beach, California, and we are committed to being a marketplace ministry that glorifies God in all that we do. We will never shy away from our faith, as all these things are only possible through Him, who gives us strength.

Jesus is amazing and I am nothing without Him!

We are 10 years in, and still learning and growing. We are always looking for like minded individuals to join our team, and we welcome new clients that want what I have described above.

The world tells you to hide your faith, but Jesus says to let your light shine and never put it under a basket.

We will continue to be who He has called us to be, and I believe the best is yet to come, with His help.

Thank you to all who have supported me, and this team, and we appreciate you all very much. We are so grateful to the clients who have put their trust in us.

Thank you to my incredible wife, who believed in me, and stayed with me through the extremely difficult trials, and stood by my side from the beginning.

Glory to God above all else for with Him all things are possible!

God bless you all!

05/15/2024

Today I want to honor Kathy Calhoun for her incredible service as Client Relationship Manager at Perpetual Lifestyle Planning. She has been an excellent advocate for our clients, and her passion to help others, and glorify God, is exceptional. If you've had the pleasure of working with her, you know what I am talking about.

After 4 years of helping us grow, she has decided to retire, and spend more time with her family and grandchildren. She will be greatly missed, and always appreciated. She will be with us for 60 more days, and then a new chapter begins.

Please help me thank her for her service, and share how much she has meant to you, if she has blessed you in some way.

Kathy, we will miss you and and appreciate you very much.

03/19/2024

Exciting News: Perpetual Lifestyle Planning Joins Osaic Wealth!

Dear Valued Clients and Partners,

We're thrilled to share that Perpetual Lifestyle Planning is now part of Osaic Wealth! This strategic move allows us to enhance our services and provide you with even more comprehensive financial planning.

Osaic shares our values and commitment to excellence, ensuring a seamless transition. Our dedication to glorifying God remains steadfast, aligning perfectly with Osaic's ethical approach.

Your trust is our driving force, and we're excited about the opportunities ahead. Should you have any questions, feel free to reach out. Thank you for being part of our journey!

Here are our updated emails, but all other contact info remains the same:

[email protected] [email protected]
[email protected]

We look forward to talking with you soon!

Job Title: Financial Planner/Advisor - Perpetual Lifestyle PlanningBirmingham, AL or Laguna Beach, CAAbout Us:At Perpetu...
03/06/2024

Job Title: Financial Planner/Advisor - Perpetual Lifestyle Planning
Birmingham, AL or Laguna Beach, CA

About Us:

At Perpetual Lifestyle Planning, we are committed to being servant leaders and exemplary stewards of both assets and relationships entrusted to us. Our clients are not just clients; they are family. We value every relationship with the utmost regard and consider the trust placed within us as paramount. Our mission is to build the finest team of Lifestyle Planners in the country, dedicated to developing lifelong relationships, serving our clients diligently, and leaving them better than we found them every single day. We strive to change lives positively and build better futures for everyone we have the pleasure of working with. Upholding ourselves to the highest standards, we recognize that we work for a higher purpose and aim to honor it every hour of the day.

Position Overview:
As a Financial Planner at Perpetual Lifestyle Planning, you will play a pivotal role in fulfilling our vision by providing comprehensive financial planning services to our valued clients. You will have the opportunity to develop lifelong relationships, serve our clients with integrity and diligence, and contribute to making a positive impact on their lives.

Key Responsibilities:
Conduct thorough financial assessments to understand clients' goals, aspirations, and financial situations.
Develop personalized financial plans that align with clients' objectives and values.
Provide expert advice on investment strategies, retirement planning, tax optimization, and estate planning.
Collaborate closely with clients to monitor and adjust financial plans based on life changes and market conditions.
Serve as a trusted advisor, building and maintaining long-lasting relationships with clients based on mutual respect and trust.
Uphold the highest ethical standards and regulatory requirements in all client interactions.
Continuously seek opportunities to enhance client satisfaction and exceed their expectations.

Qualifications:
Bachelor's degree in Finance, Business, Economics, or related field.
Certified Financial Planner (CFP) designation strongly preferred.
Minimum of 2 years of experience in financial planning or wealth management.
Proven track record of success in developing and implementing financial plans for clients.
Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
Strong analytical skills and attention to detail.
Commitment to upholding ethical standards and regulatory compliance.
Servant-hearted attitude with a dedication to serving clients and making a positive impact on their lives.

Join Our Team:
If you are passionate about serving others, building meaningful relationships, and making a positive impact through financial planning, we invite you to join us at Perpetual Lifestyle Planning. Together, let us work towards building better futures for our clients and honoring our higher purpose every day.

9 years ago today, Perpetual Lifestyle Planning was founded. It has been an incredible journey, and I am so thankful for...
02/27/2024

9 years ago today, Perpetual Lifestyle Planning was founded.

It has been an incredible journey, and I am so thankful for all God has done. It didn't make sense in so many ways, but I would not be who I am today had I not followed God's call to move forward with this idea.

To our clients, thank you so much, and we appreciate you greatly. We have been through a lot together and we value your trust and loyalty.

To our team, I appreciate you very much. Especially you, Kathy Calhoun! We would not be the firm we are without all of your hard work and dedication.

Thank you Jamie for your love and support, and I am grateful for all you do to support our family so I can continue to grow the business.

I believe with all of my heart that the best is yet to come, with God's help.

To God be the glory for all that He has done!

In 2023, we heard the Holy Spirit say expansion. An exciting word to receive, but it has not completely looked the way w...
01/22/2024

In 2023, we heard the Holy Spirit say expansion. An exciting word to receive, but it has not completely looked the way we thought.

God does incredible things, and He is full of surprises.

Late last year, the Lord opened a door for us to step into part of the expansion.

We serve clients all over the country, but there has been a specific increase in California over the last several years.

Today, we announce that we now have the ability to serve our California clients in person, in our new Laguna Beach location!

While we utilize technology to meet with people wherever they are, we decided this was part of the expansion God was speaking about.

We will continue to serve our clients from our Birmingham location, but now they have the ability to visit with us in either place, based on convenience for them.

We are excited to see what God will do here, and we look forward to helping you plan continuously for your lifestyle, whether you are on the East Coast, or West.

Please reach out to us if you have questions, and know that we are happy to serve you as always.

We are looking for new team members to add to our Firm in each location, so please let us know if you have a servant hearted individual in mind, that could help us serve you even better.

Stay tuned for more exciting announcements in the near future!

God bless and have an amazing day!

12/18/2023

Merry Christmas from Perpetual Lifestyle Planning!

Our founder, Matthew Wilson, is a staunch advocate for our clients, and this industry. He has just returned back from hi...
12/06/2023

Our founder, Matthew Wilson, is a staunch advocate for our clients, and this industry. He has just returned back from his twice annual trip to Washington with the National Association of Insurance and Financial Advisors. Each trip, he meets with lawmakers and has developed relationships with many of the Alabama members and staff. While there, he fought against the elimination of Independent Contractor status, as well as for the expansion of 529 plans, among other issues.

We must always be vigilant with a government that can't stop spending money, and thinks the solution is higher taxes, and more regulations.

Here are a few of the pictures from his recent trip.

Address

1 Perimeter Park South, Ste 140S
Birmingham, AL
35243

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 2pm

Telephone

+12052355061

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