Christian Planning
A Division of Puckett Financial Group
Some of the families we work with want a financial plan that reflects more than their goals. They want one that reflects their convictions — and they want an advisor who will engage those convictions seriously rather than politely.
Christian Planning was formed for those clients.
It is a division of Puckett Financial Group, founded by Jacob Puckett, MA, CFP®, CKA®, and Aaron M. Puckett, MBA, CFP®. Jacob holds a Master of Arts in Religion from Westminster Theological Seminary and spent time in pastoral ministry before entering financial planning. Aaron has spent more than two decades in comprehensive planning practice. Christian Planning is where those two backgrounds meet.
What Doesn't Change
Christian Planning is not a separate firm, a separate standard of care, or a separate way of doing the technical work.
It is a dedicated team within Puckett Financial Group — a smaller group of advisors who do this work by conviction rather than by assignment. Clients of Christian Planning are served out of the same Westminster and Sykesville offices, through the same planning process, on the same LPL Financial platform. The cash flow analysis, the tax coordination, the retirement income modeling, the estate coordination — all of it is the work Puckett Financial Group has been doing for years, held to the same professional standards that govern every relationship at the firm.
What changes is not the rigor. It is the range of questions the plan is allowed to ask — and who is sitting across the table when you ask them.
What Is Different
Most financial planning conversations are very good at answering how much and when. They are less equipped for the questions underneath:
- How much is enough—and how would we know?
- What should generosity actually look like inside a plan, not alongside it?
- Will this inheritance help our children or harm them?
- Does it matter what our money is invested in?
- What is work for, once we no longer need the income?
These are not soft questions. They shape real decisions with real dollar consequences, and they are usually handled off the record—or not at all.
Christian Planning takes them up directly, working from the historic Christian understanding of stewardship: that what we manage was never ours to begin with. The division’s work is built on four convictions—God owns. We steward. Christ redeems. And the Spirit forms. Those convictions inform how the planning conversation is framed. They do not substitute for the analysis.
For clients who want their investments to reflect those convictions, Christian Planning offers screened and values-based portfolio approaches—one application of the broader work Puckett Financial Group has done in socially responsible investing. For clients who conclude that screening isn’t required of them, that is a legitimate conclusion too, and the planning does not depend on it.
Who It Is For
- Take both their faith and their financial responsibility seriously
- Value professional credentials and a disciplined process
- Are navigating meaningful decisions, not starting from scratch
- Want their financial life aligned with convictions they actually hold
- Prefer thoughtful counsel to quick answers
It is likely not the right fit for anyone looking for market predictions, political or cultural signaling, financial advice wrapped in religious language, or free coaching.
A Note on Fit
Christian Planning does not change how Puckett Financial Group serves its clients. PFG works with families of every background and conviction, and that is not changing. Most of the firm’s work has nothing to do with this division. Christian Planning simply gives a name and a home to a conversation that some clients specifically ask for — and connects them with the advisors here who are best suited to have it.
If that describes you, the division has its own site, its own resources, and its own way in.
Or start where every relationship here starts — with a conversation.
There is no pressure to move assets and no expectation beyond an honest discussion about fit.
