The first step to financial wisdom: Overcoming the fear of reaching out

Don’t let the complexities of your finances lead to inaction

Everyday Stewardship |
A person wearing sneakers walking up some steps
As a financial consultant, I understand that taking the first step to reach out for financial guidance can feel daunting. Many clients worry that they may appear ignorant or ill-informed when discussing their finances; feeling overwhelmed by the complex world of budgeting, investing, and planning for the future. But let me reassure you, seeking help is not a sign of weakness or ignorance. Rather, it is a wise and courageous decision.

Scripture encourages us to seek counsel in all matters of life. Proverbs 15:22 says, “Plans fail for lack of counsel, but with many advisers they succeed.” Financial consultants are equipped to help you navigate challenges, make informed decisions, and develop a strategy that aligns with your values. They offer clarity and direction, enabling you to manage your resources wisely and steward them well for God’s purposes.

While the idea of discussing personal finances may seem uncomfortable at first, the benefits of meeting with a financial advisor far outweigh the initial discomfort. A financial consultant brings expertise and objectivity to the conversation, helping you avoid common pitfalls and make smarter decisions about retirement, asset management, and wealth building. They can also help ensure that your financial plan reflects your values, whether that means prioritizing charitable giving or investing in a way that honors your faith.

This is the heart of what we do at Everence: empowering financial well-being for faith-inspired living. Remember, the Bible calls us to be wise stewards of the resources God has entrusted to us. By reaching out to a financial consultant, you’re taking the first step toward greater financial peace and security, not just for yourself, but for your family and future generations.

Ready to reach out?

Our professionals can partner with you to create a financial path as you realize your dreams, goals, faith and values.

You’ll receive sound advice from a qualified professional who can help you make progress on your path.

Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.