Nearly three thousand years later, we have not found a better summary of what good financial planning should do.
The passage
Proverbs 27:23-27 (KJV)
“Be thou diligent to know the state of thy flocks, and look well to thy herds. For riches are not for ever: and doth the crown endure to every generation? The hay appeareth, and the tender grass sheweth itself, and herbs of the mountains are gathered. The lambs are for thy clothing, and the goats are the price of the field. And thou shalt have goats' milk enough for thy food, for the food of thy household, and for the maintenance for thy maidens.”
What it means for a modern financial life
Verse 23: Know the state of your flocks
Know exactly what you own and owe. A real, current accounting of your accounts, investments, debts, and cash flow, instead of a vague sense that things are probably fine. This is the Know stage.
Verse 24: Riches are not forever
Wealth does not sustain itself. Without active care and a plan for the next generation, even significant assets erode or get lost in transition. This is the case for ongoing stewardship, and it is the heart of the Protect stage.
Verse 25: The grass appears in its season
Resources have to be tended and gathered at the right time. Rebalancing, distributions, tax decisions, and adjustments as conditions change. This is the Recognize stage.
Verse 26: The lambs are for your clothing
A well-managed flock was productive. What you have built should produce, and what it produces should fund real things: a home, an education, a retirement. This is the Grow stage.
Verse 27: Enough for your household
The purpose of it all is providing, for yourself, your family, and the people who depend on you. This is the Provide stage, and it is where every Genesis plan ends up.
What this means for you as a client
Gabe founded Genesis on the conviction that money is something we manage on behalf of purposes bigger than ourselves. That conviction shapes how we plan: diligence over neglect, stewardship over presumption, and faithfulness over immediate gratification.
You do not need to share our faith to work with us. Every client receives the same process, the same care, and the same honest advice. But if you have ever wanted your financial plan to line up with what you believe about generosity, family, and responsibility, you will feel at home here.
