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Faith-Driven 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-Driven Investing, Faith-Driven Investing, Biblically-Responsible Investing, Values-Based Investing). Whatever you call it, we can mentor you as you get started!

EXPLORE THE PACKAGE

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

EXPLORE THE PACKAGE

GETTING STARTED PACKAGE

FDI "ARSENAL"
& MENTORING

Obtain nearly everything you need to integrate values-aligned investing into your practice from our arsenal of resources plus 6 hours of consulting, mentoring, and / or analysis with Wealthfluence and Brightlight (our research partner).

$4,995

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THE "ARSENAL" INCLUDES

Compliance Documentation

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

Values-Based Fund Model

We'll share a sample mutual fund and ETF model and talk through our portfolio construction process.

Due Diligence Scorecards

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

Sample Scripts

Need help getting these conversations started with clients? We'll share scripts and video examples so you can find an approach that feels authentic for you.

Training & Marketing Support

From getting your team aligned, to quality client presentations and agenda templates...we've created customizable content and curated the best 3rd party content to help you share the story of FDI with your clients and prospects.

6 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-Driven 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-Driven 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 FDI.

Owner
Isgrig Capital Asset Management, LLC

STILL DECIDING?

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with RACHEL MCDONOUGH  & TIM MACREADY

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

$350*

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* 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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CONTACT DETAILS
Rachel McDonough, CFP®️, CKA®️
Faith-Driven 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.