We take a holistic approach to financial planning because we believe it’s better to see your full financial picture and how it all works together to help accomplish your goals.
We are honored to be the chosen financial planning firm for the wonderful members of Christian Community Credit Union. It was evident from the beginning that CCCU and 49 Financial were aligned in the values both organizations hold. Both CCCU and 49 are striving to create an impact on the communities around us by living on mission each and every day.Story of 49 Financial
One of the ways that we are driven to serve our communities is through our “two are better than one” model. We believe in a team approach when it comes to serving clients, as our name verse states in Ecclesiastes 4:9 “Two are better than one, because they have a good return for their labor.” Our hope is that in having two people serving each of our clients is that they will have better service, accountability, access, and experience. We want to be your team that can walk alongside you as you strive to accomplish your goals and create a lasting impact that outlives your lifetime.2 > 1 Partnership