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WE WRESTLE NOT AGAINST FLESH & BLOOD

IT'S TIME
WE INVESTED
LIKE IT

As faith-driven investors and advisors, it's time to pursue profit while seeking to have a positive impact on people.

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Investment advice provided separately through Wealth Squared, an EverSource Wealth Advisors team.

IT'S TIME TO CHANGE
THE WORLD

When we invest in alignment with kingdom values, we pull down the culture of heaven into the earth. In heaven, people are more important than profit.

AN INTRODUCTION
TO YOUR

FAITH-BASED INVESTING JOURNEY

"Rachel’s consulting was like pressing the fast forward button on implementing Faith-Based Investing in my practice."

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I'VE BEEN THERE BEFORE, JUST LIKE YOU.

That voice inside your heart might be saying... “This sounds great” ... "But what will my clients think after I've already recommended a totally different approach? How are they going to react?"

I chose the spear as the key imagery for advisors because the time has passed for us to be "off mission" or to let fear get the best of us. The time is now for us to show our clients a better way to invest (a "double bottom line" way).

If you're ready to take the first step, I'll take it with you and we can discuss your top concerns.

GET STARTETD NOW

TWO WAYS TO GET STARTED ON

YOUR FAITH-BASED
INVESTING JOURNEY

GETTING STARTED ARSENAL

Obtain nearly everything you need to integrate values-aligned investing into your practice from our arsenal of resources plus 5 hours of 1:1 coaching support.

THE ARSENAL

  • Investment Philosophy & Process Template
  • Sample Values-Based Models (Conservative to All-Equity)
  • Conversation Starters and Communications Support
  • FBI Funds Overview
    A brief summary of the mutual funds and ETFs in the faith-based space, screening overview and more...
  • Agenda and IPS Template Language

5 HOURS OF COACHING

Support on FBI, training on how to use the arsenal, and someone to bounce ideas off as you get started.

WEALTHFLUENCE
RESOURCES

Grab the resources you need to start your Faith-Based Investing advisor journey.
FREE

2022 Faith-Based Funds List

Free Resource
FREE

Investing Scriptures

Free Resource
FREE
FREE

Denver Institute for Faith & Work’s “A Guide for Advisors” by Chad Hamilton

Free Resource
FREE
FREE

Jeff Haanen’s “A Manifesto for Financial Advisors”

Free Resource
BROWSE ALL ADVISOR RESOURCES

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READY TO GET STARTED?

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