Discover God. Know Yourself. Steward Wisely. Impact Generations.
The Joseph Initiative
We help believers become whole in their finances—so they can live with freedom, purpose, and impact.
By aligning with God’s heart for stewardship, breaking limiting mindsets, and building wisely, families are strengthened and futures are secured. We exist to raise modern-day Josephs—prepared in every season to steward abundance and bless generations to come.
What we believe:
The Joseph Initiative exists to teach and equip the Body of Christ to thrive financially. We believe that when believers
are financially blessed—just as Joseph was—they are empowered to give generously, lead with integrity,
and bring Godly influence and lasting change to the world.
What we do:
We are an education-based organization equipping believers with biblical wisdom and practical financial understanding through
personalized planning, church-based teaching, a monthly community, and on-demand courses—helping families steward well,
prepare for every season, and build lasting impact.
Personal Financial Assessment
Our complimentary one-on-one consultations begin by understanding your goals, dreams, and calling. From there, we create a custom financial plan rooted in wisdom and stewardship—designed to bring clarity, direction, and confidence for every season of life. We are passionate about journeying with you to your goals. Complete the form below to schedule your personalized conversation with a
financial coach.
Group Educational Presentations
We offer group presentations that explore God’s perspective on money while providing practical, actionable financial education. These sessions are available for churches, 501(c)(3) organizations, and mission-aligned businesses seeking to equip their communities with wisdom, clarity, and sound stewardship principles. Complete the form below to request a presentation and schedule a conversation with our team.
Coming Soon: Join The Community
Join a growing community of like-minded believers who gather monthly to pursue clarity, calling, and wise stewardship together. Our gatherings center on financial goals, discovering God-given purpose, and deepening our relationship with Him—while intentionally breaking limiting mindsets and expanding our capacity to build and steward wealth for lasting impact. Click the link below
to join the community.
Coming Soon: Self-Paced Courses
We’re launching self-paced educational courses designed to help you grow in biblical stewardship, deepen your relationship with God, and gain practical wisdom for investing and building for the future. These courses are created to equip you at your own pace—wherever you are in your journey. Fill out the information form below, and we’ll
notify you as soon as the
courses are available.
Why Choose us
We are different because we don’t just focus on money—we focus on the person stewarding it. Rooted in faith, education, and preparation, our approach helps individuals grow in capacity, align with their calling, and build wisely for every season. Please take a moment to read about our six core values below, which guide everything we do.
Abundance Over Scarcity
We help people move from a poverty mindset to an abundance mindset—believing growth, opportunity, and provision are possible through wisdom, preparation, and stewardship.
Prepared for
Every Season
Like Joseph, we help people prepare for downturns as well as growth, building strategies designed to mitigate loss and remain resilient through economic shifts.
Capacity for Wealth
True wealth begins with who you are becoming. We focus on helping individuals grow their capacity, break limiting beliefs, and develop the discipline and perspective needed to sustain wealth long term.
Purpose-Driven
Wealth
Money is a tool, not the end goal. We help individuals clarify their calling, increase their ability to earn, and steward what they make well—so their impact reaches future generations.
Holistic Financial Strategy
We take a comprehensive approach—considering real estate, variable and indexed accounts, cash flow, protection, and risk management—so no single strategy stands alone.
Equipping Financial
Decision-Makers
We teach financial concepts clearly and practically, empowering people to become confident, informed decision-makers and experts over their own finances.
Testimonials
"Our congregation learned so much from this course! The lessons on stewardship and aligning finances with God’s calling were practical, inspiring, and life-changing. We now feel equipped to make wiser decisions and create lasting impact."
John Smith
Meet our Team
Daniel Holt - Founder and CEO
Daniel Holt is a seasoned entrepreneur with over a decade of experience in the financial services industry, leading teams of more than 100 licensed agents across the life, health, and securities sectors. He is deeply passionate about helping individuals and families achieve financial independence so they can fully step into their God-given callings.
Originally from Colorado, Daniel has a deep love for the outdoors. He and his wife, Chandler, now live in Tennessee, where they are raising their two children.
Michael Scott - Financial Coach
Michael Scott brings a strong background in banking, having served as a manager overseeing multiple retail branches. Throughout his career, he helped clients achieve their financial goals through personalized financial reviews and strategic planning.
Today, Michael shares his experience through financial education seminars grounded in Christian stewardship principles. His passion is to walk out his faith in everyday life while equipping others to align their finances with biblical values and long-term purpose.
Send Us Your Request
Want to discuss how we can help you further? Please fill out the interest form and a member of our team will be in touch.
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