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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? What about impact investments in the private markets?
  • 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

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THE KINGDOM ADVISOR’S MIGRATION KIT

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You’re considering a major move.
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Investment advice provided separately through Wealth Squared, an EverSource Wealth Advisors team.

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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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Financial choices that mirror your values, helping you achieve financial success and live in a greater sense of contentment and purpose.

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Rachel McDonough, CFP®️, CKA®️
Faith-Driven Investing Advocate
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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.

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