Parents, grandparents, and grandchildren smiling.

Financial Services Company, Spring Arbor, Michigan

PLANNING • INVESTING • GIVING

FM Financial provides professional guidance and investment management from a biblical perspective to help you clarify your life priorities and build a meaningful legacy.

WHAT WE DO

PLANNING

Financial Planning
Retirement Planning
Estate Planning
Legacy Planning

INVESTING

Individual Accounts
Organization Accounts
Retirement Accounts

(IRA, 403(b), 401k)

GIVING

Build on your Faithful Tithing
Maximize Impact
Give Strategically
Leave a Legacy

Welcome to the
STEWARDSHIP WELL DONE JOURNEY

While other financial service providers talk about wealth accumulation, FM Financial talks about living a life of Stewardship Well Done. To help explain what we mean, we have developed a unique tool called the Stewardship Well Done Journey. It consists of nine waypoints designed to position your finances around biblical stewardship principles and lead to the realization that wise stewardship results in freedom and joy in Christ. Each journey is unique. Wherever you find yourself today, we would love to help you take your next step. There's always room for more travelers on the Stewardship Well Done Journey. We're so glad you've joined us.

Take the SWDJ Assessment

1.

PRIORITIES

Determine what life priorities matter most.

2.

BUDGET

Prepare and follow a budget that includes tithing and giving all along the way.

3.

ESSENTIAL
DOCUMENTS

Draft a basic estate plan including a will or trust and powers of attorney,

4.

EMERGENCIES

Assess insurance needs and build/maintain 3-6 months of living expenses.

5.

RETIREMENT

Make monthly contributions to capture all 401(k) and 403(b)

matching funds.

6.

DEBT

Pay off all credit card and consumer debt.

7.

SAVE

Set aside more for retirement, education, future purchases, and charitable opportunities.

8.

PLAN

Engage a professional for comprehensive financial planning and investment management.

9.

LEGACY

Use proven gifting strategies to maximize your impact on the people and ministries you love.

TAKE THE NEXT STEP IN YOUR JOURNEY

Step 1

Take the Stewardship Well Done Journey Assessment.

Step 2

Schedule a complementary session with one of our

Stewardship Well Done Journey coaches.

Step 3

Be on your way to financial peace of mind, kingdom impact,

and a Stewardship Well Done legacy.

Take the SWDJ Assessment

STEWARDSHIP WELL DONE BY THE NUMBERS

16,000+

Years in Business

Clients Served

Qualified Experts

FREE METHODIST INVESTMENT AND LOAN FUND

FM Financial manages the Free Methodist Investment and Loan Fund, which provides loans to Free Methodist churches and related ministries at reasonable rates. Loans are made possible through ministry-minded friends of The Free Methodist Church - USA who invest in the fund.

*The offer of securities is made solely by the Offering Circular. Not available in all states

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