Financial planning and investment guidance tailored for your journey.
Della Stegall, CFP®, CIMA®, RICP®
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 offer different levels of financial plans, from topic-focused to comprehensive, to suit your needs.
We also offer investment management as a separate service or in combination with ongoing financial planning. The combination approach 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.
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For business owners looking for setup or maintenance help with their company retirement plans, we offer fiduciary retirement plan services as well, giving you more time to focus on your business.
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We operate as a fiduciary and provide fee-only services (no commissions).
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.
Our Services
Our 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.
We offer investment management using either a general investing approach or a Biblically Responsible Investing (BRI) approach. (BRI uses portfolio holdings that more closely align to Christian principles.) Either way, 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.
If you're a business owner or administrator looking for assistance with setting up and/or managing a retirement plan for you and your employees, we can help. We'll work with you to determine which plan best suits the needs of you and the business. We can also help you through the set-up process and provide ongoing fiduciary advisory services after it's up and running.
"The best outcomes can be achieved when both financial planning and investment management are coordinated and work together."
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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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.​