The Blueprint for Financial Success
The Blueprint for Financial Success is a powerful tool designed to simplify the planning process while helping you connect your financial decisions with your vision, values, and purpose.
Money Study Group
Money Study Group is an online self-study self-paced course designed to help students create a compelling financial plan while learning how to become a millionaire by age 50.
Financial Coaching for DIY Investors
Financial Coaching is a powerful process designed to help you create a customized financial plan to manage the risk and opportunity of everyday life, recover from the unexpected, and realize your highest purpose.
Market Crash Warnings
Market Crash Newsflash During times of market volatility, my inbox is full of emails with dramatic headlines designed to grab my attention and get me to click. Emails like this one… “Jerome Powell and the Fed have started crashing the markets and things are about to get very, very bad. In fact, the last time …
You Are Going to Die
Just Found Out I’m Dying… Now What? When Sam and Sandy got the bad news from Sam’s doctor… He has cancer, and, even with the newest and most aggressive treatments, the survival rate is less than 5%. Sam knows it’s very likely that he will not survive for long. His thoughts have turned to Sandy …
Family Business Planning Checklists
Family Business Planning Checklists: Retirement Plans Your family business has many options when establishing retirement plans. Several key factors, specific to each family’s unique business situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart. …
Make Your Money Count
Make Your Money Count What Leaders Say This very useful book beautifully demonstrates the “Law of the Harvest.” It is only through planning and preparing financially that you can free yourself from the worry, fear and regret that accompany a drought. By proactively choosing to leave a legacy of faith, love and financial freedom, you …
QR Code for Missional Money Podcast
QR Code scanner on iPhone and iPad Native support for QR code scanning via the Camera app means it’s easier than ever to use these types of codes in your daily life. Previously, you needed to download a third-party app to do so. That’s not the case anymore! How to scan a QR code on …
Financial Planning Checklist for Movers
Financial Planning Checklist for anyone moving out of state, or who recently moved to another state. In addition to the logistical challenges and the stress of relocation, this life transition can present a variety of financial issues that significantly impact an investor’s retirement plan. It’s important to identify and weigh options and strategies – before …
Financial Teamwork
Financial Teamwork is an essential element in financial planning yet it is also the most common missing link. 3 Questions For Any Financial Advisor For most investors , the reason they’ve spent years investing in a 401(k) without getting input from a financial advisor is because they’re not sure where to look for a real …