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on your journey to work with a financial advisor who can guide you in the battle for the heart of money?
on your journey to work with a financial advisor who can guide you in the battle for the heart of money?
Wealthfluence uses a spear in its imagery because we believe that investing with Kingdom values in mind can help to push back the darkness in a world that feels like it is losing its light every day. Before you connect with an advisor, it's good to meditate on the "why". Rachel has a wealth of resources at Make Your Money Count.
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The Certified Kingdom Advisor search tool is great place to find local financial advisors who help clients "plan their finances in accordance with Christian values". Be sure to ask specifically for investments that align with your values (as not all CKAs provide faith-based investments). If you're open to a virtual advisor instead, check out Wealth Squared below.
The firm has invested in some of the best technology to connect deeply with clients while serving virtually. Invest with the "head and the heart" approach, balancing risk and return goals with your desire to make a positive impact.
Financial choices that mirror your values, helping you achieve financial success and live in a greater sense of contentment and purpose.
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.
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