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IS IT TIME
FOR A MOVE?

DISCERNING GOD'S PATH FOR YOUR CAREER CAN BE CHALLENGING

  • Are you limited in your ability to offer values-aligned investments?
  • Are you limited in your ability to integrate biblical principles into client advice?
  • Could you have deeper Kingdom impact if you changed firms?
If you’ve been wrestling with these questions, we want to help!
LEARN MORE

ADVISOR MIGRATION INTRO

THE KINGDOM ADVISOR’S MIGRATION KIT

WITH SPECIAL EVERSOURCE PRICING

You’re considering a major move.
Let us outfit you for a successful journey with:

$100

GET THE KIT

Investment advice provided separately through Wealth Squared, an EverSource Wealth Advisors team.

Promo codes “KA+FBI” is automatically applied!

Video Teaching &
15-Minute Coaching Call

with Rachel McDonough, CFP®, CKA®

Decision-Making Matrix

to help you select the best fit (adapted from Ron Blue’s model)

Pre-Move Checklist

to help you clarify the process of making the move
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