Empowering Your Ministry Through Specialized Financial Support
Welcome to Heartwood Financial Planning, where we understand the unique financial needs of pastors, church staff, and faith-based non-profits. Our mission is to provide comprehensive, customized financial solutions that address these specific needs, enabling you to focus on your calling and ministry.
Comprehensive Financial Planning for Pastors
As a pastor, your financial situation is unlike any other. We specialize in creating tailored financial plans that optimize your housing allowance, prepare your taxes with clergy-specific considerations, and secure your future with robust retirement planning. Our goal is to provide peace of mind and financial stability so you can focus on your congregation and community.
Low-Cost Church Retirement Plans
Pastors have unique retirement plan benefits, but it requires the right kind of church-sponsored plan. We offer low-cost retirement plans specifically designed for churches, allowing pastors to take advantage of their housing allowance even after they retire from ministry! Our plans come with administrative services that won't add to the church staff's plate, ensuring a smooth and efficient management process. Let us help you provide a valuable benefit to your church leaders and staff.
Full-Service Financial Planning for Churches
Help your church thrive financially with guidance tailored to the unique needs of faith-based organizations. From cash flow management and long-term budgeting to insurance solutions and employee benefits, we ensure that the critical aspects of your church’s financial health is covered. Whether you're planning for capital improvements, managing risk, or enhancing staff benefits, our comprehensive approach helps your church remain financially strong while staying focused on its ministry goals.
Educational Workshops and Seminars
Empower your congregation and staff with comprehensive financial knowledge through our engaging workshops and seminars. We provide practical, faith-based financial education that enhances the financial well-being of your church and its members. Our sessions cover a wide range of essential topics, from budgeting and debt management to investment strategies and retirement planning. Additionally, we focus on fostering a spirit of generosity within your congregation, encouraging increased giving to support your church's mission and community impact.
Our Values
Integrity: The Roots of Our Practice
We are rooted in integrity, and everything we do is built on a foundation of honesty and trust. Just as strong roots anchor a tree, our commitment to truth and transparency anchors our work.
"A good name is more desirable than great riches." - Proverbs 22:1
Wise Counsel: The Core of Our Strength
The core of our business is wise counsel. Like a tree's trunk provides stability, we draw strength from a multitude of counselors, helping to ensure our advice is sound and reliable for those we serve.
"Plans fail when there is no counsel, but with many advisers they succeed." - Proverbs 15:22
Service: The Covering of Our Expertise
The branches of a tree offer shelter and protection. Likewise, we provide a wide range of services that shield and support those we serve, always seeking new ways to improve and expand our offerings.
"Whatever you do, work at it with all your heart, as working for the Lord..." - Colossians 3:23
Hospitality: The Fruit of Our Dedication
Hospitality represents the fruit of our people-centric approach. Our ultimate goal is to serve others, aligning with their needs and aspirations to ensure every interaction reflects genuine care and compassion.
“Whatever you did for one of the least of these brothers and sisters of mine, you did for me.” - Matthew 25:40
Contact us to see how we might best be of service to you.
6780 N West Ave #101A | Fresno, CA 93711