Improve Your Relationship with Money and Focus on Your Purpose in Life.

Financial Coach

One-on-One financial coaching to evaluate your financial picture, provide guidance, and help improve your relationship with money.

Separately Managed Accounts

An investment strategy for you, that is managed and adjusted by us, to keep your savings and investment goals on track.

The Approach

Personalized financial advice with your best interest at heart to help you make informed decisions about your financial future.

Value Focused California Based Boutique Investment Advisor

Having an advisor on your team can help you make smart money decisions and feel more confident about your future.

It’s not just your money that’s important. It’s what the spirit of your money represents.

Stewardship, Generosity, Peace.

Let S&L Be Your Guide

A guide to heal, preserve, and grow your finances. Talking about money can often inspire welcome or unwelcome feelings. Money is a touchy subject, and everyone’s situation, goals, and opportunities are unique.

Whether S&L manages your investments in Separately Managed Accounts or provides One-on-One Financial Coaching, walk in the light and eliminate the financial darkness with a road map designed for your circumstances.

“Command them to do good, to be rich in good deeds, and to be generous and willing to share. In this way they will lay up treasure for themselves as a firm foundation for the coming age, so that they may take hold of the life that is truly life.”
1 Timothy 6 18:19

Salt & Light

You are the salt of the earth. But if the salt loses its saltiness, how can it be made salty again? It is no longer good for anything, except to be thrown out and trampled underfoot.

You are the light of the world. A town built on a hill cannot be hidden. Neither do people light a lamp and put it under a bowl. Instead they put it on its stand, and it gives light to everyone in the house. In the same way, let your light shine before others, that they may see your good deeds and glorify your Father in heaven.

Matthew 5:13-16