Why Awaken Wealth?
Financial
Planners
Financial planning should reflect all aspects of your life — finances, faith, and future.
Fiduciaries
Fi-du-ci-what!? It’s simple — unlike many other advisors (surprisingly) we have to act in your best interest.
Evidence
Based
We help you focus on what you can control, while trusting God with the rest of your financial journey.
You're a Christian, 45 or Older
You’ve built up $500K (or more) in retirement savings.
But you have questions...
Do I have enough to retire?
How can I reduce my taxes in retirement?
Are my investments suitable for retirement?
...and we have answers!
We are Retirement Planning Experts and Do Our Best Work With:
Christian
Christian retirement investors age 45+ ready for or already in retirement.
$500,000+
Diligent Christian savers with retirement investments over $500,000.(Excluding real estate.)
Expert Guidance
Kind-hearted individuals who value expert guidance to ensure they’re not leaving money on the table.
Interested in Working Together?
Schedule a 20 minute call/virtual/coffee meeting that will give us a chance to make sure your situation matches our expertise!
What are your financial goals? In this 60-minute meeting, we aim to better understand your needs and what's most important to you
In this meeting you'll receive your One-Page plan that lists our recommendations and identify the value we can add to your financial situation.
Think it Over
At the end of this process, we’ll simply ask you to prayerfully consider your decision. We seek to build long-term, trusting relationships, not quick transactions. If you feel we’re not the right fit, we’ll gladly help you find another professional who aligns with your needs and values.
There’s no pressure or hard-sell — just honest, faith-led guidance.
Still Have Questions? Keep Reading...
What makes Awaken Wealth different?
We focus on three key principles that set us apart from other firms:
1. Retirement Planning Experts: We specialize exclusively in retirement planning, ensuring that your money lasts as long as you do.All we do is retirement planning. We are retirement specialists with a simple goal of making sure you don't run out of money.
2. Personalized Service: We limit our number of clients to provide personalized service and massive value to our clients.
3. Technology-Driven Solutions: We invest in leading-edge technology to simplify your life and make retirement easy.
Our commitment to evidence-based advice, modern financial tools, and full transparency ensures that you receive the best service possible.
What services do you offer?
Our mission is to help you get the most out of life with your money. We take the burden of planning off your plate so you can focus on what you love. We help clients with:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance review
- Risk Management
- Cash flow planning
And everything else needed to ensure you feel calm (and excited) about your financial future.
Do you have account minimums?
We do our best work with those families over age 45 with retirement assets over $500,000, but we're always open to having a conversation and working with good people.
How do I know my money is safe?
We do not take custody of client assets to ensure that your money is always held safely, securely, and separately from our firm. Awaken Wealth has selected CI Investor Services as custodian for our clients’ accounts.
I'm interested in working with Awaken Wealth. Is there a fee for an initial meeting?
We offer a complimentary intro meeting to get acquainted, learn more about your family, your goals and aspirations and determine if we may be a fit to provide value in your life. To learn more or to schedule a call, check out our process.
Schedule Your 20 Minute Phone Call
We’ll keep it casual—no pressure, just a conversation about your financial goals and how we can serve you with integrity. Ready to take the first step toward a secure and faith-driven financial future? Book your free assessment today!
Get to Know the Team Working for You
Meet Awaken Wealth's Founder, President, & Financial Planner, Scott Sather (CFP®, CIM®, CKA®, FMA), Associate Advisor, Kyler Sather, and our Director of Client Services, Julie Sather – here to guide you with faith-driven financial advice.
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