Financial planning and investment guidance tailored for your journey.
Della Stegall, CFP®, CIMA®, RICP®
Comprehensive financial planning will not only give you a better understanding of your current financial picture, but will also help you plan and prepare for your best route ahead.
We also offer ongoing financial planning in combination with professional asset management. This keeps your plan and investment strategies current and allows them to adjust as needed so you can stay on top of life's twists and turns.
We operate as a fiduciary and provide fee-only services (no commissions).
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
At Fruit of the Vine Financial, we provide personalized financial planning and investment management to help you enjoy and make the most of your life journey.
How We Can Help You
Do you have questions about your current financial picture and wonder how it will look in the future? Comprehensive financial planning tailored to your specific circumstances can help provide you with answers. And professional investment management, in coordination with an ongoing financial plan, can help keep you on track through life. At Fruit of the Vine Financial, we offer both comprehensive financial planning and investment management for your specific needs and goals.
Financial Planning
Our comprehensive financial planning services can help tell you if you're on track to meet your financial goals and provide personalized recommendations and strategies to help you get there. Specific areas may include budgeting and cash flow, retirement planning, tax strategies, investments, estate planning, and other areas as appropriate.
Investment Management
We offer investment management following a Biblically Responsible Investing (BRI) approach, using portfolio holdings that more closely align to Christian principles. Your investments would also align with your personal risk tolerance and unique financial circumstances and goals, while considering fund fees, taxes, and the economic environment.
"The best outcomes can be achieved when both financial planning and investment management are coordinated and work together."