Reverb Financial, founded by Trevor Cochrane, bridges faith and finance, providing comprehensive financial planning services that align investments with biblical principles of generosity, prudence, and contentment. With over five years of experience and a CRPC® designation, the firm serves hundreds of clients, offering goal-oriented planning, investment management, charitable gifting strategies, budgeting, education planning, Social Security planning, tax management, 401(k) analysis, and small business solutions.
The firm emphasizes stewardship, helping clients achieve financial clarity and confidence while navigating life's transitions.
Biblically-aligned financial planning
Comprehensive service suite (planning, investment, philanthropy, education, Social Security, tax, retirement, small business)
Founder with pastoral background and CRPC® designation
Services
Goal-Oriented Planning
Helps identify financial goals and develop strategies to work toward them over time.
Investment Management
Provides ongoing analysis and management of investment portfolios aligned with client objectives and risk tolerance.
Charitable Gifting Strategies
Reviews options for charitable contributions to help align giving with financial and philanthropic priorities.
Budgeting/Cash Flow Analysis
Examines income, expenses, and cash flow to support better financial organization and decision-making.
Education Planning (529)
Explores 529 plans and other education savings options to help prepare for future education costs.
Social Security Planning
Analyzes Social Security claiming strategies to help optimize timing and potential benefits.
Credentials & Certifications
CRPC® Designation
Since 2020
5+ years of experience
Served with hundreds of clients
Reviews
Rating
5
★★★★★
Reviews
27
"He is easy to work with and explains things clearly!"
Frequently Asked Questions
What is Reverb Financial’s approach to financial planning? +
Reverb Financial aligns financial planning with biblical stewardship principles, focusing on generosity, prudence, and contentment to help clients achieve clarity and confidence in their financial decisions.
How does Reverb Financial handle investment management? +
Investment management at Reverb Financial involves ongoing analysis and management of portfolios aligned with client objectives and risk tolerance, with a focus on stewardship principles.
What is the significance of the 529 education planning tool? +
The 529 education planning tool helps clients explore and set up 529 plans and other education savings options to prepare for future education costs, aligning with Reverb Financial’s goal-oriented approach.
How does Reverb Financial address Social Security planning? +
Reverb Financial analyzes Social Security claiming strategies to optimize timing and potential benefits, ensuring clients make informed decisions aligned with their financial goals.
What are Reverb Financial’s core values? +
Reverb Financial’s core values include Ownership (God owns it all), Stewardship (wise money management), Generosity (biblical giving), Prudence (saving for the future), Work (wholehearted service), Contentment (trust in God’s provision), and Enjoyment (savoring God’s provision).
How can I book a meeting with Reverb Financial? +
To book a meeting, visit the 'Book a meeting' section on the Reverb Financial website, fill out the questionnaire, and schedule an onboarding call to discuss your unique financial goals and challenges.
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