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GETTING
STARTED

YOU ARE HERE

Faith-Based Investing is oftentimes overcomplicated. You feel called to help clients align with their values, but how can you balance your advisory stewardship mandate with Biblical mandates on money and the treatment of others?

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-BASED INVESTING ARSENAL AND COACHING PACKAGE

EXPLORE THE PACKAGE

GETTING STARTED

FBI ARSENAL
& COACHING 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 coaching support.

THE ARSENAL

Investment Philosophy

& Process Template

Sample Values-Based Models

(Conservative to All-Equity)

Agenda

and IPS Template Language

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...

5 HOURS OF COACHING

Support on FBI, training on how to use the arsenal, and someone to bounce ideas off 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?

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MEET RACHEL MCDONOUGH CKA®, CFP®

If you're thinking about changing firms or want to ask questions about FBI, let's talk.

$250*

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* Get a $250 Credit towards Wealthfluence's Getting Started Package when you sign up for an initial consultation.

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