Faithful Stewards of Money Concepts

Faithful Stewards of Money Concepts Holistic Financial Planning and Independent Wealth Management Disclaimer

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© 1979-2010 Money Concepts International Inc. Office of Supervisory Jurisdiction:
7828 East 88th St. Indianapolis, IN 46256 317-841-0370

07/15/2026

Most people don’t say it this directly, but it’s the question underneath everything: Am I okay?

It does not usually come out that directly. More often it sounds like: “When can I retire and still live the way I want?” or “Will my spouse be OK if something happens to me?”.

I see people with strong habits and solid savings still carrying that weight because the pieces have never been fully connected. Most of the work is helping you understand where you stand and what may need to change. If that question has been lingering, I’d be glad to help you find some peace of mind.

07/14/2026

Stock market investors have been been doing a fair share of worrying lately, something they haven't done in months. PHOTO: ANGELA WEISS / AFP via Getty Images

07/07/2026

Companies are betting on big implications for pharmaceuticals, financial services and crypto. But sceptics worry about hype.

Changed jobs recently? What about the 401(k) you left behind?You may have moved on to bigger and better but could still ...
07/01/2026

Changed jobs recently? What about the 401(k) you left behind?

You may have moved on to bigger and better but could still have a retirement account sitting with the previous employer. It is still invested and could still be growing, yet it is no longer coordinated with the rest of the plan.

Leaving it there can be fine. It can also mean higher fees, overlapping investments, or a strategy that no longer fits your income and long-term goals. If you are not sure which applies to you, it is worth reviewing. Let’s go through it together.

06/30/2026

David Byrne’s Reasons to Be Cheerful spotlights uplifting ideas in health, culture, science, and more.

06/23/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

06/17/2026

Financial planning isn’t about jumping straight to the finish line. It’s a process.

I use a framework that I like to call the Three M’s:

1. Motivation: We start by understanding why you are saving. What are your life goals? What kind of steward do you want to be?

2. Measure: We look at where you are today with an engineering mindset: no judgment, just data. We measure your current progress against those motivations.

3. Manage: Only after we know the "why" and the "where" do we manage the "how." This is where we align your investments, taxes, and estate plans to support your journey.

Whether you’re building your foundation or preparing to live off what you’ve saved, having a clear process keeps you from making reactive decisions.

06/16/2026

Retire at 39 with $1 million, and your money could last decades—or run out before you hit 50.

06/09/2026

If you'd like a retirement plan that guarantees a specified benefit level at retirement regardless of investment results, you may want to consider a defined benefit pension plan. A defined benefit plan is a qualified employer-sponsored retirement plan that is funded solely by the employer (in most c...

One of the most rewarding parts of my work is helping people realize they are actually doing better than they think.Many...
06/03/2026

One of the most rewarding parts of my work is helping people realize they are actually doing better than they think.

Many successful savers carry a quiet, persistent anxiety because they simply "don't know how well off they are". They have fragmented accounts, old insurance policies, and no clear picture of how it all fits together. This confusion often keeps them from enjoying the wealth they’ve worked so hard to build, like finally taking that dream vacation!

My goal is to bring those financial unknowns into the light. Using an analytical approach, we look at the entire "forest" of your financial life before we ever worry about individual "trees".

Let’s bring your situation into the light so you can start walking your path forward with confidence.

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3077 East 98th Street, Suite 260
Carmel, IN
46280

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