Welcome, and thank you for joining this class. I'm Leo Marte, and I currently serve clients across the US through my investment advisory firm, Abundant Advisors. I am a CERTIFIED FINANCIAL PLANNER™ specializing in helping Christians manage their money for God's glory. If you are active on LinkedIn, follow me and shoot me a direct message!

I created this class for do-it-yourself investors who want to build their financial plan while honoring God and leaving a great legacy for their families.

You likely have completed an introductory course like Financial Peace University or Crown Ministries and don't know where to go next to build a plan.

You may be entirely new to the topic of money management, and we have answers for you as well.

Google and YouTube are very powerful tools, but in the end, you can't find something you don't even know to look for. I have personally never seen all of this information collected into a single product, and I'm excited to be your guide through this journey. 

This course contains twelve units – ten are core, and two are a bonus! Together they dive into the key pillars of financial planning.

📖 Intro to Money in the Bible

💰 Cash Flow Management

💳 Managing Credit & Debt

🤲🏻 Charitable Giving

⚠️ Managing Risk through Insurance

📈 Investing Fundamentals

👴🏻 Retiring Well

✝ Legacy Planning

📚 Funding Education

👶🏻 Dependent Care

Bonus: 🏦 Understanding Taxes

Bonus: 🏠 Purchasing a Home

I have intentionally broken down complex topics into shorter videos to help you digest this information. 

As you gain all the knowledge you need to have a solid financial plan, I will equip you to connect your money and values by exploring biblical wisdom and financial planning expertise around money management.

Enjoy!

Leo Marte, CFP®, MBA
abundantadvisors.com