Faith and Purpose in Life

At Purpose Driven Finances, we believe every financial decision begins with a bigger question: What is the purpose of your life? For many families in Lynchburg and across Central Virginia, faith provides clarity, grounding, and direction. For others, purpose comes from family, community, or personal values.


Wherever you are on your journey, we help you connect financial planning to what matters most—so your resources serve your calling, not the other way around.

True freedom isn’t found in wealth alone—it’s found in the ability to live aligned with your values. When your financial health is strong, you gain the clarity and confidence to focus on family, passions, and legacy instead of constant worry.


Allan’s perspective is simple: faith shapes direction, financial health creates freedom. When the two are aligned, families can pursue their calling with confidence.

A lake in the middle of a forest with trees in the background
A lake in the middle of a forest with trees in the background

Financial planning is not about chasing numbers—it’s about creating security, clarity, and confidence. Strong financial health becomes the vehicle that empowers you to live out your God-given purpose—or whatever life-driven mission you embrace.



From retirement planning to insurance strategies, every service is built on this foundation: your finances should free you to live your purpose, not hold you back.

Our Mission: The Calling Fulfilled

The Latin word Servus means servant—a fitting reflection of Allan’s calling to serve his community through his profession.



“At SCM, I can take care of my family, serve people in the community, and support local ministries—unencumbered by the need for a paycheck to define my purpose.”

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Our work is grounded in five enduring values:

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Faith — The foundation of our purpose and integrity.

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Fiduciary — Doing what’s right, even when no one is watching.

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Discipline — Following data, not emotion.

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Service — Placing clients first in every decision.

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Stewardship — Managing resources with wisdom and accountability.

Our Approach

Allan integrates these values into every aspect of planning:

By blending financial expertise with faith-informed values, Allan creates plans that are deeply personal, flexible, and built to last.

  • Compassionate Guidance

    We listen first and tailor plans to your family’s unique needs.

  • Faith-Inspired Perspective

    Rooted in stewardship, serving families of all backgrounds.

  • Collaborative Planning

    We coordinate with attorneys, care providers, and other professionals.

  • Long-Term Vision

    Strategies that protect loved ones today and preserve care for tomorrow.

Start Your Purpose-Driven Journey

Every plan begins with a conversation.
Let’s talk about how your finances can reflect your purpose.