No Margin, No Mission: Jonathan Lopez on Money, Purpose, and Proactive Planning

Jonathan Lopez is a founding partner at Truvize Financial, an El Paso-based advisory firm he built alongside Drew Harris. He and Drew are known for meeting clients where they are, not just with numbers and strategies, but with honest conversations about why money matters and what it is ultimately for.   In this return visit to the 323 Podcast, Jonathan talks through the psychology of money, the danger of purely reactive financial management, and how business owners can become intentional stewards of what God has placed in their hands. He shares a powerful two-question exercise he uses with every new client to reveal their true financial motivations, unpacks what 'enough' actually looks like when you define it on your own terms, and connects the dots between proactive tax planning and the freedom to be generous with your employees, your community, and beyond.   If you have ever felt like your finances were running you instead of the other way around, this conversation is worth your full attention.   Connect with Jonathan and the Truvize team at https://www.truvize.com   Listen to more episodes at https://323podcast.com   The 323 Podcast is Sponsored by C12 Borderplex.   Learn how C12 helps Christian CEOs build great businesses for a greater purpose at https://C12Borderplex.com   LinkedIn: https://www.linkedin.com/company/c12-borderplex Facebook: https://www.facebook.com/C12Borderplex