Financial Roadmaps

Servant Solutions provides three levels of financial planning to help you secure your financial future. Discover which one is right for you and contact us today to get started!!

Level 1 – Basic

The Basic is a “do it yourself” approach using Servant Solutions retirement worksheets and the LIVE FREE workbook to place you on a path to good budgeting and assessment of your retirement planning.

Level 2 – Intentional

The Intentional is a combination of the Basic approach with use of Servant Solutions worksheets and budgeting tools, plus a one-on-one consultation with a Servant Solutions representative.

Level 3 – Comprehensive

The Comprehensive is an in-depth approach that takes you through the Servant Solutions Financial Roadmap (SSFR) process by using our MoneyTree software. A secure email is sent to you for completion. Once returned, a 30 to 50-page report with action points is produced with guidance and help from our staff.

Contact Jim O’Bold today:


1.  Request the secure link for SSFR by email or by calling Jim O’Bold at 800-844-8983.
2. Complete the secure questionnaire via the link. Your information is kept confidential.
3.  Await a call from a Servant Solutions officer to double check data input.

You will then receive your custom financial plan by secure e-mail within a week. Your completed plan is dynamic and can be updated periodically.

We’re serious about personal financial health and stewardship! We believe you are as well. Do not put off charting a solid financial course that allows you peace of mind and the ability to be flexible in serving the Lord in the places He has called you.

The Servant Solutions Financial Roadmaps are provided at no cost to you as a member.