Financial Health Checkup: The HEALTH Framework for Building Wealth God’s Way

Is your money working as hard as you are… or is it just sitting there hoping for the best?
On this episode of Love Talk Network, Coach Kerri and Cathy sit down with Craig Larson and Justin Garcia of Larson Financial Advisors for a full financial health checkup. Using the simple HEALTH acronym, they break down what real financial wellness looks like—beyond just “making more money.”

You’ll discover:

• H – Holistic Wealth: Why looking at one account at a time keeps you stuck
• E – Efficiency & Taxes: How smart tax planning (not just tax prep) keeps more of what you earn
• A – Asset Allocation & Risk: Matching your investments to your risk personality (not just your age)
• L – Legacy & Estate: The costly mistakes families make when they put this off
• T – Transition & Retirement: Why a big portfolio isn’t the same as a successful retirement
• H – Habits & Next Steps: Practical first moves (including the power of the first $100k)

Whether you’re just starting out, running a business, or heading toward “work optional,” this conversation gives clear, faith-rooted next steps you can actually use. Craig and Justin also explain the difference a true fee-only fiduciary makes—and how to get a free, no-obligation consultation.

Resources mentioned:

Larson Advisors → larsonadvisors.com | 512-910-2722