Align finances with life mission
Changing the world, one plan at a time
“So what do you do for a living?” Probably like you, I am asked this question a lot. I love this question – and to watch the reaction when I respond, “I change the world!”
As financial planners at Everence®, this is our mission: to change the world. We believe that when we help our clients make wise financial decisions, those choices can have a positive impact in our communities and the world around us.
How do we do this? We seek to help our clients change the world through our “ACE” approach to financial planning.
First, we help you align your financial decisions with your life mission. How has God called you to serve? What are your gifts and passions? How do you want your financial decisions to reflect your values and faith convictions?
Based on this foundation, we work with you to build a customized financial plan that will help you experience more confidence about your financial future.
We can help you avoid potential pitfalls as you consider your financial needs related to retirement, education, major purchases or other goals. In some cases, the biggest “financial return” you may experience is avoiding costly mistakes that you may not see coming.
A key result of better alignment and increased confidence is the sense of empowerment we hope you will feel. Empowerment to give of your time, talents and treasures to the people, causes and organizations important to you.
Whether you’re the one “rolling up your sleeves” to serve or you’re supporting others, we believe the world will be changed.