At Financial Potential Wealth Management, we offer a premium-level, full-scope financial planning experience for faith-driven individuals and families who want to align their wealth with their values.
Whether you're navigating significant life transitions, preparing for a business exit, or simply seeking greater clarity and confidence in your financial decisions, our services are designed to help you experience the peace, purpose, and potential that come from faithful financial discipleship.
You’ve been entrusted with resources, relationships, and opportunities…and you want to steward them with wisdom.
Not just for your own benefit, but for your family, your legacy, and the Kingdom of God.
- Clarify your financial priorities and long-term vision
- Create custom financial strategies that reflect both your goals and your convictions
- Align your investment choices with your values
- Navigate complex decisions (think business exit, retirement, tax strategy, estate planning and more) with eternal perspective
- Empower your family with clarity, communication, and shared purpose
- Experience the freedom, peace, and joy that come from being “rich” in the parts of life that matter most
This is more than a financial plan. It’s a discipleship journey for you and your wealth.
Explore Our Services
Each service is offered with the utmost care, confidentiality, and excellence:
The outcome? Clarity and confidence in every financial decision you make
Rooted in biblical wisdom, our financial planning process is designed to help you manage your resources with clarity and purpose. We address every area of your financial life–from cash flow and charitable giving to tax strategy and legacy planning–to not just optimize your returns, but to align your impact to honor God as well.
Comprehensive Financial Planning
The outcome? A portfolio that aligns with your faith and your financial goals
Our advisors design custom investment strategies that reflect your values and convictions. Whether through Biblically Responsible Investing (BRI), private impact opportunities, or tailored portfolio construction, we ensure your wealth grows in a way that honors God and fuels long-term Kingdom impact.
Faith-Aligned Investment Architecture
The outcome? A discipleship opportunity built into your business benefits
Without overhauling your current plan, we can help you add faith-driven investment options to your company’s 401(k) so your team can steward their retirement in a way that reflects their beliefs. We also provide discipleship-based education that equips your employees to invest with wisdom and purpose.
401(k) Value Add for Christian Business Owners
The outcome? Confident your portfolio reflects your convictions
We proactively screen your existing investments to identify exposure to companies or causes that conflict with your values. This process allows you to invest with the confidence of knowing your portfolio aligns with your financial goals and your faith.
Portfolio Screening & Impact Analysis
The outcome? A transition strategy that protects your legacy and maximizes your impact
Whether you're preparing for a sale or fielding a surprise offer, we guide you through the emotional, financial, and spiritual effects of your exit and ensure the outcome aligns with your long-term vision, legacy, and desire for Kingdom impact. Our approach ensures your next chapter reflects not just smart business, but faithful stewardship.
Exit Planning & Business Transition Strategy
These experiences are actionable and deeply aligned with our belief that true wealth is measured in impact, not accumulation.
Take them at your own pace and experience the richness that comes from an intentional discipleship journey.
“Creating a
Family on Mission”
Workshop 4:
Take Part in Our Living Legacy Experience
All of our clients have access to exclusive quarterly educational workshops as part of our signature Living Legacy Experience–a core part of our mission to help you become not only a wise steward, but a joy-filled one.
The Living Legacy Experience is an educational series around financial discipleship–and it’s the cornerstone of our work at Financial Potential Wealth Management.
These enriching and thought-provoking sessions cover topics like generosity, purpose, family values, and eternal perspective and are designed to help you and your family gain clarity, peace, and passion around the impact you want to have.
Each one invites you deeper into God’s heart for wealth, work, and legacy.
“How Do We Give Better?”
Workshop 3:
"What Excites Your Heart?”
Workshop 2:
"Measuring Your Generosity Capacity"
Workshop 1:
Instead, you’ll:
Understand that your wealth can do good and perform well
Gain a faith-driven advisor available to help you navigate your personal financial and legacy decisions
Become part of a community of individuals who share your convictions
Let’s take your finances from unaligned to mission-driven
When you work with our faith-driven advisory firm, you’ll no longer:
Be torn between growing your wealth and staying true to your values
Struggle to find an advisor who shares your long-term vision for legacy and impact
Feel lonely in your pursuit to use wealth for the benefit of God’s Kingdom
You can inquire to work with us here.
What’s the first step to working together?
This is a common concern–and a fair one. The data and our experience shows that values-aligned investing can perform competitively with the traditional model. However, there is an amount of risk involved in every financial decision. What we can say is this–our clients feel better knowing their investments align with their convictions.
Will I lose money by choosing values-aligned investments?
The Living Legacy Experience is an educational series around financial discipleship–and it’s the cornerstone of our work at Financial Potential Wealth Management. Our workshops cover topics like generosity, purpose, family values, and eternal perspective and are designed to help you and your family gain clarity, peace, and passion around the impact you want to have.
What is the Living Legacy Experience and why is it important?
You don’t have to be a Christian to work with one of our advisors. As long as you are interested in values-aligned investment strategies and social impact, we’re happy to explore a relationship!
Do you only work with clients who are Christians?
We believe single-advisor relationships are most ideal for building and executing your financial strategy. However, before you transition your assets to our firm, we’ll help you build a financial plan to show you what it would be like to work with us. While we’re confident we’re the right advisor team for your family's wealth, you ultimately have the final say and are under no obligation to transfer your assets here if you decide to stay with your current advisor.
I already have a financial advisor. Can I still work with you?
We love to answer this question. Unlike traditional firms that focus solely on financial performance, our team integrates biblical wisdom into every aspect of your financial planning. We don’t just look at your portfolio and make changes to make it perform better. We build an aligned one based on your purpose, passions, and desire for eternal legacy. Our goal isn’t to just grow your wealth. It’s to help you use it meaningfully for God’s Kingdom.
What makes Financial Potential Wealth Management different from other traditional wealth advisory firms?
Your questions, answered
We typically work with clients who have investable assets of $100,000 or more and who are looking for a deeper, more intentional partnership. However, if you're early in your journey but committed to faith-aligned stewardship, we’re happy to explore a fit or direct you to trusted partners.
Is there a minimum asset requirement to work with Financial Potential Wealth Management?
Meet the Team
Kyle Bochat
Founder
Brock Boleman
Private Wealth Advisor
Eileen Gilliam
Client Services Manager
Natalie Agot
Client Service Associate
Kaley Shawley
Client Experience Manager
Kaley Shawley
Client Experience Manager
Listen to RICH by Kyle Bochat – a private podcast for those who sense there’s more to wealth than what traditional culture and finance have offered.
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