Financial Clarity for Every Season
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Financial Planning & Investment Services
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When you engage in an ongoing relationship with Covenant Financial Partners, you can expect personalized guidance and support that align with your unique financial goals:
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Includes: ​
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Goal setting & monitoring: Retirement, education, home purchase, etc.
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Cash flow & budgeting: Ongoing tracking and optimization.
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Debt management: Strategies to reduce or eliminate debt.
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Tax planning: Coordinating with accountants or CPAs to reduce tax liabilities.
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Insurance review: Regular assessments to ensure adequate coverage (life, health, disability, etc.).
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Estate planning coordination: Working with attorneys to ensure your estate plans remain up to date.
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Major life event support: Marriage, divorce, inheritance, starting a business, etc.​
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Life After Divorce: What’s Next?
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Your divorce may be final, but the financial work isn’t over. From consolidating accounts and completing QDROs to updating wills and closing joint accounts, the post-divorce to-do list can feel overwhelming. We're here to ensure nothing falls through the cracks.
We’ll guide you through every step—making sure all terms of your settlement are fulfilled and that you receive everything you’re entitled to.
With decades of experience in wealth management and specialized divorce financial planning, Covenant Financial Partners are uniquely qualified to help you rebuild with clarity and confidence.
Services include:
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Investment Advice and Management
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Retirement Planning
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Education and College Savings Planning
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Small Business Finance
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Tax and Insurance Assessments
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Financial Coaching
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Estate Planning
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Insurance Evaluations
Legacy & Stewardship Coaching
Alignment
Ensure your financial plan reflects your values, faith, and long-term vision.
Stability
Navigate life’s transitions with steady, strategic support at every step.
Growth
Build wealth intentionally with guidance designed to evolve with you.
