Strategic Partner Network
Get Advice That Extends Beyond One Perspective
Some financial decisions require more than one area of expertise. Legal structures, tax strategy, insurance coverage, lending, and business planning all play a role in how a financial plan comes together.
Rather than trying to cover every specialty internally, we maintain relationships with professionals in complementary fields. When appropriate, we help connect clients with trusted partners so decisions can be made with a more complete view.
The professionals you see listed here are not affiliated with Ecclesiastes Wealth Partners, but they have served at least five EWP clients who have given positive feedback on their support and services.
Attorneys
Legal structure and documentation can shape how financial decisions play out over time. When needed, we help clients connect with attorneys who can provide guidance on estate planning and other legal considerations.
Business Planning
Business decisions often carry both financial and personal implications. We work with professionals who can help evaluate ownership structure, growth strategy, and long-term transition planning.
- Creo Valle
- Scott Creach
- Kellie Vincent
Counseling & Coaching
Financial decisions are often connected to life transitions, relationships, and personal change. In certain situations, it can be helpful to involve professionals who specialize in counseling or coaching.
- Christy Becker | Lifeologie Counselor
- Heidi Vincent
- Abigail Doust
- LifeMAPS
- Heidi Lewerence | Heidi Lewerenz Leadership
Insurance & Risk Management
Insurance plays a role in protecting both assets and future plans. We work with specialists who can help evaluate coverage needs across property, health, and other areas.
Property & Casualty
Misc. Insurance
Home Lending, Purchase and Sale
Financing decisions can influence both short-term flexibility and long-term outcomes. We coordinate with professionals who can assist with mortgage planning, lending options, and real estate transactions.
- Jennifer Feist | Mortgage Brokerage
- Home Equity Line of Credit | Frost Bank
- Jennifer Daniel Milligan,The Daniel Team | Real Estate | Keller Williams Realty
- Kestra Approved Lending Solutions | Goldman Sachs
Tax
Tax considerations are often central to financial planning decisions. We collaborate with tax professionals who can provide guidance on tax strategy, compliance, and planning opportunities.
- Kellie Vincent | CPA, Tax Advisor and Certified Exit Planning Strategist
- Vijoy Joseph | CPA
- Melissa Stredwick | CPA
- Matt Love | North Texas Accounting and Tax | CPA