Our Team
Reformed Financial Professionals
When you sit down for an Introductory Overview or Financial Consultation with us, you'll meeting with one of the fantastic members of our team. Every one of them is a confessionally Reformed Christian, licensed, certified, and trained to help you take dominion over your finances.
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We also have 2 agents in training. They will be added as they graduate our internal certification program.
Our Process
Introductory Overview
We do a lot here at Dominion, so this meeting is designed to explain everything. We'll get to know you and your family's unique situation, and you'll get to know us and more about what we can offer. At the end of this meeting, if you would like to take advantage of our services, we'll collect the necessary data and schedule a financial consultation.
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Financial Consultation
Now it's time for our recommendations. Plans will vary significantly from client to client, but will generally include help with budgeting, life insurance polices, and how to allocate your discretionary income towards savings, debt, and retirement.
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Financial Follow-up
We can't always get everything done during your financial consultation, so we may set a follow-up meeting to cross t's and dot i's. This type of meeting is also available for any client for any reason: annual check-ups, questions about 401(k) allocations, significant financial changes, etc.
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Our Mission
Our company was founded with a simple mission:
put more money into the hands of the Church.
Our mission has expanded since then, but it has always been at the core of what we do. Through education, advice, and strategy we help people make more money, save more money, and grow their wealth so they can be more generous with their families, churches, and ministries.
Vision
Our vision is to make the Reformed Church world renowned for their wisdom with wealth; that non-believers and non-Reformed Christians alike will want to hire, do business with, and have their wealth managed by Calvinistic, Covenantal, and Confessional congregants. We want to help redevelop a Reformed and biblical view of work, wealth, and economics and equip our clients with the education and tools necessary to take dominion.
Goals
2025:
1,000 families served
Save a total $300,000 / month in unnecessary expenses
Help eliminate $30,000,000 in debt
Bring on and train 10 more Associates
Launch a media arm
Long term we want to have a Dominion Affiliated agent helping every single Reformed church, helping to train, educate and equip their local congregation to take dominion over their finances.
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Where are you located?We are based out of KY and WA, but our services are completely remote. We all work from home and are more than happy to meet on Zoom, so you don't have to leave the comfort of your own home! If you really do want to meet in person, contact us and we'll see if we have an agent within driving distance.
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How much do you charge for meetings or advice?We are compensated on the backend by the companies we do business with as brokerage agents. Part of your financial plan may incidentally require some products or services that we will get a commission for. Those commissions pay for everything we do here, so we waive all the upfront charges, and make all of our meetings (besides business coaching and estate planning) free of charge. It's our way of plundering the Egyptians.
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What kinds of financial services do you provide?Dominion is a full service financial firm, which means that we provide financial advice and services of all kinds. Budgeting, emergency funds, debt management, retirement planning, life insurance, and estate planning are all within our vast network of resources. We also have several referral partners to take care of the things we don't do "in house" like taxes and health insurance.
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What sort of person are these services for?Legally we can only offer our services to American citizens and permanent residents. Our heart is for the church specifically, but we are happy to take on clients no matter their religious affiliation or lack thereof. Whether you are a broke seminary student, a C-suite executive, or a serial entrepreneur we have the tools and training to help you through any fiscal stage of life.
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Are you hiring?In a word, no. We do offer internships from time to time, so if you have a background in finance or sales and are interested in working with our team please ask an associate for more details.
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What sorts of educational material do you provide?Primarily in one on one meetings. Since the financial world is vast and complicated, we have found that education on specific concepts is best when those concepts are directly applicable. There is no need to learn about the tax implications of retirement decumulation until you are in that stage of life. We want to provide you with a loaf of bread, not an overwhelming field of wheat. We do have a Skool Community where we provide a more robust financial education, so ask your agent about it if you are interested.
