Build Wealth. God's Way.

Christian Financial Planning for a Life of Biblical Stewardship

Ongoing fiduciary advice for individuals and families who want their financial planning, investments, generosity, and legacy aligned with what they believe.

Work virtually with Jose Jimenez, CFP®, CKA®, MSFP, MDiv, author of Wealth His Way.

See If We're a Fit See How the Process Works

Answer 6 questions about your faith and financial priorities to see if we may be a good fit. Then schedule an Introductory Call on my calendar.

Who We Serve

For People Who Want Their Finances to Reflect their Faith

Are These Your Convictions?

  • God Owns It All.

    Everything I have belongs to God. I'm called to faithfully steward the portion He has entrusted to me.

  • Righteous Gain Over Merely Greater Gain.

    How wealth is gained matters more than how much is gained. I seek financial growth that honors God, serves others, and advances His Kingdom.

  • Biblical Wisdom First. Then Financial Expertise.

    Biblical truth guides my priorities and decisions. Professional financial expertise helps me put those convictions into practice with wisdom and excellence.

Stewardship Planning reveals the purpose and sets the direction.

Financial Planning maps the journey.

See If We're a Fit

What We Help With

Bring Your Entire Financial Life Into Alignment

  • Stewardship Planning

    Frame your biblical perspective, clarify God-honoring priorities, and prepare for the life milestones that shape and guide your financial planning.

  • Retirement Planning

    Prepare financially for retirement while repurposing your time and resources for meaningful Kingdom impact.

  • Investment Management

    Build and manage a portfolio aligned with your convictions.

  • Tax Planning

    Plan taxes wisely to preserve more of what God has entrusted to you for giving, family, and Kingdom purposes.

  • Estate and Legacy Coordination

    Coordinate your estate so your resources bless your family, reflect your values, and advance God’s Kingdom for generations.

  • Generosity Strategy

    Plan giving intentionally and evaluate charitable strategies.

  • Major Financial Transitions

    Prepare for an inheritance, business or property sale, or other liquidity event.

Ready to bring your financial life into alignment?

See If This Relationship Fits

Process

A Stewardship Journey We Walk Together

  1. 01
    Take the Fit Assessment

    Answer six short questions to help us understand your goals, financial circumstances, and what you're looking for in a Christian financial advisor.

  2. 02
    Introductory Call

    Let's get to know one another, discuss what matters most to you, and explore whether Wealth His Way is the right fit.

  3. 03
    Discover Step

    We take an inventory of your biblical perspective, priorities, milestones, risk tolerance, and resources to understand your current stewardship position and where you desire to be.

  4. 04
    Align Step

    We develop and implement a comprehensive financial plan that brings your resources and financial decisions into alignment with your biblical convictions, so you can live out what you believe.

  5. 05
    Impact Step

    We walk alongside you to pursue your desired Kingdom impact, adapt your plan as life unfolds, and build a lasting legacy of faithful stewardship for generations to come.

Wealth His Way stewardship journey illustration

Ready to begin with the Fit Assessment?

See If We're a Fit

Fees

Count the Cost Before You Decide

Our advisory fees generally range from 0.70% to 1.30% annually, based on the services provided and the agreed-upon fee arrangement.

Advisory fees do not include any applicable platform fees, underlying investment expenses, transaction costs, or other third-party charges. All expenses will be disclosed and explained before you enter into an advisory agreement.

Professional portrait of Jose Jimenez

About Jose

Professional Expertise. Biblical Conviction. Personal Guidance.

Jose Jimenez brings financial planning experience, theological training, and decades of military leadership to an ongoing advisory relationship centered on biblical stewardship. His role is to help clients make coordinated financial decisions with professional care, clarity, and conviction.

  • CFP® · CKA®Professional Designations
  • M.S. Financial Planning · M.Div.Education
  • 30+ YearsMilitary Service & Leadership
Why I Wrote Wealth His Way: Because I believe stewardship is about far more than managing money. Everything we have belongs to God, and our responsibility is to faithfully manage the portion He has entrusted to us. My desire is to help Christian families align their financial decisions with their biblical convictions, care well for those they love, and use their resources for lasting Kingdom impact.

FAQ

Frequently Asked Questions

  • Is Wealth His Way available where I live? +

    I work with clients virtually throughout the United States. If you have a particular situation let's see if we are a good fit and schedule an Introductory Call.

  • Is there a minimum amount required to work with Wealth His Way? +

    There is no minimum. Biblical stewardship planning is for everyone, although some investment solutions may have separate minimums. An introductory Call will help us determine whether Wealth His Way is a good fit.

  • What if I am expecting an inheritance, business sale, or other future liquidity event? +

    Planning ahead can help you prepare wisely for an inheritance, business sale, property sale, or other liquidity event and make thoughtful decisions before the transition occurs.

  • What does biblical stewardship mean in the advisory relationship? +

    Biblical stewardship begins with recognizing that everything belongs to God and making decisions accordingly. We consider your resources, relationships, generosity, and goals through a biblical framework so your financial plan reflects what you believe.

  • What services do you provide? +

    Services include stewardship planning, financial planning, retirement planning, investment management, tax planning, estate and legacy coordination, charitable planning, and guidance through major financial transitions.

  • Are you a fiduciary? +

    Yes. When providing investment advisory services through OneAscent Financial Services, I am required to act in your best interest and not place my interests ahead of yours.

  • How are you paid? +

    I am a fee-only advisor. That means I do not receive commissions for selling investment or insurance products.

    I am compensated directly through an advisory fee, typically based on the assets I manage, or through another fee arrangement we agree upon in advance.

    Before we work together, you will understand how I am compensated, including the advisory fee, platform fee, and any other applicable investment or trading costs.

  • Where are my investments held? +

    Your investments are held with an independent custodian, such as Charles Schwab. You retain ownership and access to your accounts while granting me limited authority to manage investments on your behalf.

  • What happens during the introductory call? +

    We get to know each other. I hear your story, what brought you to Wealth His Way, and what you hope to accomplish. I answer your questions, explain how I help, and together we decide whether it makes sense to begin the Discover step.

  • Do I have to transfer investments right away? +

    No. Getting to know each other comes first. There is no obligation to transfer investments until we know we are going to work together. This usually happens after the first Discover Call.

  • Should my spouse attend? +

    Absolutely, if possible. When you share finances and major life decisions, beginning the conversation together helps both of you feel heard, informed, and involved.

  • What if I am not ready to schedule a call? +

    That’s okay. Start by exploring my book, Wealth His Way at your own pace. When you are ready, schedule an Introductory Call.

  • How is my personal information protected? +

    Protecting your personal and financial information is important. Flight Financial and OneAscent Financial Services handle your information according to applicable privacy and regulatory requirements.

Is an Ongoing, Biblically Grounded Advisory Relationship What You Are Seeking?

Complete the Fit Assessment and schedule an Introductory Call to get started.

See If We're a Fit

Completing the assessment and scheduling a call does not obligate you to become a client.