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GETTING
STARTED

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Faith-Based Investing is oftentimes overcomplicated. You feel called to help clients align with their values, but how can you balance your the pursuit of profit and values integration?

WEALTHFLUENCE CAN HELP YOU GET STARTED

It's known by many names (Faith-Based Investing, Faith-Driven Investing, Biblically-Responsible Investing, Values-Based Investing). Whatever you call it, Wealthfluence can get you started!

EXPLORE THE PACKAGE

GET THE FAITH-DRIVEN INVESTING "ARSENAL" & CONSULTING PACKAGE

EXPLORE THE PACKAGE

GETTING STARTED

FDI "ARSENAL"
& CONSULTING PACKAGE

Obtain nearly everything you need to integrate values-aligned investing into your practice from our arsenal of resources plus 5 hours of 1:1 consulting and analysis with Wealthfluence and Brightlight (our research partner).

$3,995

GET THE PACKAGE

THE "ARSENAL" INCLUDES

Compliance Documentation

Investment Philosophy & Process, IPS language, and everything you need to support your fiduciary duty.

Values-Based Models

We'll give you our sets of models for various types of investors or help you fine-tune your own.

Due Diligence

Objective research on all faith-based managers & products in public markets strategies. (Private market research available at an additional cost).

Model Matrix

With the account value, account type, and client's risk profile, your team will know which strategy to select.

Content & Marketing Templates

From client presentations to written communications and agenda templates. We've created our own customizable content and curated the best 3rd party content to help you share the story of FDI with your clients and prospects.

5 HOURS OF CONSULTING

Support based on your unique needs: training, fine tuning your current strategy, analysis, coaching, or just bouncing ideas off our experienced team as you get started.

OUR CLIENTS'

TESTIMONIALS

THOMAS J. GLAVIN

Rachel’s resources gave me the practical tools I needed to introduce this valuable offering to my clients.

Private Wealth Advisor
Ameriprise Financial Services, LLC
BRUCE PARMENTER

Rachel’s consulting was like pressing the fast forward button on implementing Faith-Based Investing in my practice, only better with personalized calls and “hand-holding every” step of the way.

Financial Advisor
Ameriprise Financial Services, LLC
NATHAN SERVEN
GETTING STARTED PACKAGE CLIENT

As I began researching Faith-Based Investing, Rachel’s tools provided many practical resources to start having this conversation with my clients. The Getting Started package was full of useful templates that I was able to customize and make my own!

Financial Advisor
Capital Strategies a MassMutual firm
TREY ISGRIG
GETTING STARTED PACKAGE CLIENT

Rachel’s consulting services and the Getting Started package has been a very helpful resource as I develop the internal processes and procedures and the client service offering for FBI.

Owner
Isgrig Capital Asset Management, LLC

STILL DECIDING?

SIGN UP for a 1-hour CONSULT

with RACHEL MCDONOUGH CKA®, CFP® & TIM MACREADY

If you're thinking about the Getting Started package or just have a few questionsabout FDI, let's talk.

$350*

SIGN UP FOR CONSULTATION

* Get a $350 Credit towards Wealthfluence's Getting Started Package when you sign up for an initial consultation but then opt for the full package.

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Financial choices that mirror your values, helping you achieve financial success and live in a greater sense of contentment and purpose.

2022 © Wealthfluence
Support for Faith-Based Advisors
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CONTACT DETAILS
Rachel McDonough, CFP®️, CKA®️
Faith-Based Investing Advocate
651.269.0222
E-MAIL US

WEALTHFLUENCE
DISCLAIMER

LRachel McDonough, founder of WealthFluence,
is an investment advisor representative with EverSource Wealth Advisors, LLC (“EverSource”) and does not provide investment advice other than as an EverSource investment advisor.

Her consulting work through WealthFluence is not undertaken or performed in her capacity as an EverSource advisor. Opinions, recommendations, commentary, analysis, and reports which Rachel provides as a consultant doing business as WealthFluence are her own, are provided in her individual capacity, are not reviewed or approved by EverSource, and do not represent the views of EverSource or any related entity or person.