Phil Patten, CFP®, RICP Pursuit Financial

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About Phil Patten, CFP®, RICP

My financial career started straight out of college where I worked with Northwestern Mutual for 6 years. However, things started to change for me in the summer of 2017 as I studied the Parable of the Talents (Matthew 25:14-30) before work at Starbucks. As I studied the scripture, I realized my foundation for managing finances was built on sand.

Let me tell you more about my foundation. In high school, I was driving in the car with my dad listening to Dave Ramsey discuss Roth IRAs. This made me interested in accruing wealth because of the amount of money I could have later on in life (not a bad thing right?!). This mindset stayed with me until the summer of 2017, when I realized it was a bad thing…for me.

Has someone ever taught you something NEW about a Scripture you’ve known all your life?? Well that’s what happened for me in the summer of 2017. My teacher was the Holy Spirit and the Scripture was Matthew 25:14-30. I am sure you are familiar with the Scripture but Jesus is teaching about the Kingdom through a parable. The story is about a wealthy man who gives three servants three amounts of money to manage. Two of them double what they received and the third buried his in the ground. I could write a message here but let me boil it down to the main idea the Holy Spirit taught me:

There is a difference between being an owner of your finances and being a manager.

From this point, God took me on a (difficult but necessary) journey to renew my mind around finances (both personally and professionally). And ultimately He led me to build Pursuit Financial.

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Ideal Clients

  • Christian Faith Based
  • Financial Coaching
  • Young Families

Ways Advisor Charges

  • Flat Fee

Fee Options

  • Flat Fee: $1800+/engagement

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