Financial planning can benefit nearly anyone, whatever your age or circumstances. We can help you determine a clear direction, map your journey and provide guidance as you travel toward your goals.
Craig Foor, Everence Financial Planner, explains what makes financial planning unique at Everence.
HOW WE WORK WITH YOU
Map your financial journey
Financial planning can benefit nearly anyone, whatever your age or circumstances. We can help you determine a clear direction, map your journey and provide guidance as you travel toward your goals.
The ACE approach
Our unique way to help you align your goals and life mission with your financial decisions, to increase confidence in your financial future, and to empower you to give your time, talent and resources to the people, causes and organizations you care about.
Team approach
Multiple CFP® practitioners work on your plan by sharing their expertise, life experience and knowledge, and turning them into actionable recommendations.
Decision partner
A planner is your decision partner – your personal fiduciary – who looks out for what’s best for you and helps you navigate decisions on your financial journey.
Software to support your journey
Industry-leading technology provides financial and tax projections, investments and scenarios to help provide data to support decision-making.
DEFINE YOUR IMPACT GAP
What is your enough?
Our financial planning clients work with us to align their money with their values, build confidence on the path ahead, and feel empowered to give to the people and causes they care about most. When clients get to this final step, we help them determine how much they can direct toward creating a positive impact in their world – what we call their Impact Gap™.
We ask our clients to think about how the impact gap might help them:
Strengthen the relationships that matter most.
Contribute to causes and organizations they’re passionate about.
Give themselves permission to live out their lifelong dreams and bucket list items.
Spontaneous generosity
By
Everence staff
How one couple finds ways to be generous in retirement
An important part of developing a financial plan for our clients is understanding what is important to them, and helping them answer the big questions they face about their goals and money. Questions like:
What is enough?
How can my resources make an impact for my family, my community and the world?
As we approach retirement, how do we know what funding sources make the most sense to use?
I'm thinking about retirement. How do I know that I'm emotionally and financially ready to retire?
Kids are expensive. How do I know whether I can afford managing my family household, funding my kids' education and planning retirement?
Taxes are complicated – during work and in retirement – and mistakes can be costly. Can you help us?
What are creative and efficient ways to navigate charitable giving during our working life and in retirement?
Planning BRANCHES
Steps on the journey
We'll walk with you through seven branches of our financial planning process and can help equip you with recommendations for each.
Cash flow planning
Remove stress, live freely and give generously by learning how to manage your money in ways that are efficient for you and honor God.
Protection planning
Prepare for the unexpected by taking steps now to ensure your family and loved ones will be financially stable.
Investment planning
Work toward growing your financial security with investments that match your needs – including the possibility of integrating your values through stewardship investing.
Retirement planning
Let us help you do the math and increase your preparedness for life in retirement. You can worry less and spend more time focused on enjoying your relationships and sharing your talents and gifts.
Tax planning
Understand and manage the tax consequences of your financial life and see how you might manage the implications.
Estate planning
Take control over the direction of your assets and how they’ll be administered – and take some heavy burdens off the shoulders of your loved ones.
Charitable planning
Increase your capacity to make an impact – now or later – on the missions and ministries you care about.
Start on your way
We'll talk openly and honestly, and help make it easier for you to get on a stronger financial journey – one that opens up possibilities.
Working with us
You can expect to work with a qualified representative and be supported by a team that will work to understand your needs – in a way that can be convenient for you – whether that's in person, by phone, online or in other ways.
Our tools and services are designed for you.
PLANNING FOR LIFE EVENTS
Prepare for your journey
We’re committed to supporting our members in all aspects of their financial lives. We know finances play an important part of your emotional, physical and spiritual well-being. Explore answers to some of your financial questions as you move into the next step on your life journey.
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.
