Financial Serenity | Faith-Based Financial Coaching & Legacy Planning

Discover Financial Serenity
Through Intentional Impact

Transform your money from a source of stress into a tool for legacy-building, purpose-driven freedom.

Is Your Money Working for Your Values — or Against Them?

If you feel overwhelmed by financial complexity, misaligned with your values, or unsure where to start — you're not alone. Most people were never taught how to build a values-aligned financial life. But that can change.

A Path to Financial Serenity Starts Here

I'm Ian Powell — Christian, husband, dad, and fiduciary advisor. I help people align their money with what matters most. No gimmicks.

No preaching. Just honest, values-based guidance.

We serve clients from foundation building to advanced legacy planning.

And we give 1% of our top-line revenue to our future #BeeSalty vision — a faith-based community movement we’re actively building.

Your Journey to Financial Freedom

Build a Foundation: Eliminate debt, optimize cash flow, develop strong habits
Create Wealth with Purpose: Invest with intention, grow in alignment with your values
Leave a Legacy: Plan for future generations and what matters most

Start Your Journey

Choose Your Level of Engagement

Real Money talk

(Community for Those Just Getting Started and DIYers)

Stop feeling lost on your financial journey.

Real Money Talk is a vibrant community for the savvy DIYer, the beginner, and everyone in between. Get a clear path, ask the tough questions, and learn from like-minded people.
Start building confidence today.

Invest

(Market Placement/Goal Hitting)

It’s time your money started working as hard as you do.

Tired of complex market jargon? This path is for those ready to invest wisely and efficiently to finally hit their goals. We guide you on putting your money into the market with a wise strategy—no minimum asset requirement.

Real Plan

(Ongoing Guided Financial Planning)

Achieve true financial serenity with an expert co-pilot.

Get a comprehensive, goals-based financial plan designed for your life. Because goals evolve, this isn't "set it and forget it." We provide ongoing monitoring and two meetings a year to ensure you stay on course and make necessary course corrections.