As we reach the midpoint of the year, we have a powerful opportunity to pause and reflect on how we are stewarding what God has entrusted to us. Just as regular spiritual check-ins strengthen our walk with Christ, financial check-ins help us realign our resources with His purposes. This mid-year financial check-in reminds us to steward God’s blessings with purpose, refresh our vision, and align our goals with that vision.

Scripture reminds us, “Moreover, it is required of stewards that they be found faithful” (1 Corinthians 4:2). Faithfulness doesn’t happen by accident—it requires intentional planning, prayerful decisions, and periodic review.

Below are some questions to consider and resources offered to help you with each financial principle.

Ask yourself:

Q#1: Have my spending habits reflected my values?

📘 Resource:
“The Money Challenge” by Art Rainer.
This short, biblical guide helps believers examine how they spend money and align it with eternal purposes. It’s practical and Gospel-centered.

🧰 Tool:
Faith Finances App.
This offers free budgeting help at your fingertips with biblical principles, including worksheets and guides.

Q#2: Am I giving generously and joyfully, as God leads?

📘 Resource:
“The Treasure Principle” by Randy Alcorn
This classic challenges readers to live for eternity by giving generously now. Small, but powerful.

💡 Website:
Thriving Family Legacy Assessment
Take the assessment and set up a free consultation to discuss how to give strategically and tax-efficiently.

Q#3: Have I adjusted for any life changes—expected or unexpected?

📘 Resource:
“God and Money” by Gregory Baumer and John Cortines
Two Harvard MBAs explore how biblical truth intersects with financial planning, especially during seasons of change.

🧰 Tool:
Life Events Guide
Equips Christians to handle transitions (marriage, kids, job change, etc.) with godly wisdom.

Q#4: Am I saving and investing with both wisdom and eternity in mind?

📘 Resource:
“Create a Thriving Family Legacy” By Jeff Rogers
A practical, Scripture-rooted book and guide to saving and investing with integrity and sharing wisdom and wealth with eternal purpose.

💡 Website:
Family Mission and Vision Statement
A Christian values-based document to help you stay focused on doing the LORD’s will with what He has provided in your life.
At Stewardship Advisory Group, we believe financial planning isn’t just about numbers—it’s about calling. Your budget is a tool for worship, your investments can reflect your values, and your legacy can point to the Gospel.

So this summer, take time to review your financial goals. Invite the Lord into your planning. Whether you’re on track or need a course correction, this is a chance to honor Him more deeply with your finances.

We’re here to walk with you on that journey—with wisdom, integrity, and faith.

Yours for Faithful Stewardship,

Jeff Rogers, CEP®, CKA®

Founder & Chairman