Financial planning your way

Get on a step-by-step journey to navigate and enjoy life's moments with increased financial clarity and confidence, using custom-planning services and tools. Take a simple step today. 

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Why planning

Advantages of working with us

Receive advice, recommendations and specific tools that can help you design a complete plan – one that's mindful of your values and your faith. 

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Vine Vision 360

Access online software that helps organize your financial life, track your cash flow planning, monitor your savings and investments, and stay on course for the future. 

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Personalized advice

You'll receive sound advice from a qualified professional with a specialized ACE approach to planning, and a level of relationship that can help you make progress on your path.  

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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.   

Financial advice being given

Answers based on needs 

Together, we'll help you develop, monitor, and update your plan – and make sure it's right for your situation and needs.  

"It was kind of a process of reassurance. We feel confident we'll be OK."
David and Sabina Falls David and Sabina Falls, Everence members, on planning for 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. 

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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. 



Inspiring stories


Get more information about what a financial plan can do for you. 


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* State laws vary. Please consult your legal or tax advisor regarding your situation.

Investment management provided through Everence Trust Company, an affiliate of Everence.

Securities offered through Concourse Financial Group Securities, Inc., Member FINRA/SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.

Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.