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?
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!
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.
Rachel’s resources gave me the practical tools I needed to introduce this valuable offering to my clients.
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.
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!
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.
* Get a $250 Credit towards Wealthfluence's Getting Started Package when you sign up for an initial consultation.
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.