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IS IT TIME
FOR A MOVE?

DISCERNING GOD'S PATH FOR YOUR CAREER

  • 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

Access Resources

THE KINGDOM ADVISOR’S MIGRATION KIT

WITH SPECIAL PRICING

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

$149

GET THE KIT

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

Promo code 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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