Guidance
Empowering purpose-driven, values-aligned financial planning
Many stewards want to leave a faithful legacy and make financially wise decisions, but uniting philosophy and action requires specialized guidance. We believe every believer should have access to faith-based advisors who can help them to align their finances with their values.
That’s where you come in.
OneAscent’s tools and resources were created by advisors for advisors to empower values-aligned planning, investing, and giving services. With our support and partnership, advisors like you guide their clients to plan in the present, invest in the future, and give freely and generously.
That’s where you come in.
OneAscent’s tools and resources were created by advisors for advisors to empower values-aligned planning, investing, and giving services. With our support and partnership, advisors like you guide their clients to plan in the present, invest in the future, and give freely and generously.
Guiding clients through the Values-Aligned Journey
OneAscent’s Values-Aligned Journey is a holistic framework that facilitates unified and faithful planning, investing, and giving. To lay a foundation for success, you start by discovering what your clients value most and encouraging families to create a shared mission.
The values they identify as their most significant considerations inform the financial plans, decisions, and strategies you suggest as they continue through the journey from discovery to impact.
The values they identify as their most significant considerations inform the financial plans, decisions, and strategies you suggest as they continue through the journey from discovery to impact.
Align: Equipping faithful guidance
Embrace your calling with Values-Aligned Investing
Guide your clients to give generously
Align: Equipping faithful guidance
The Align tool brings your clients’ beliefs to life with action steps that transform their financies through strategic planning.
The Values-Aligned Journey begins with our proprietary, digital-first technological solution, Align, which offers an exclusive, guided discovery experience. Align is a key differentiator, signaling that your firm has made an intentional commitment to faithbased guidance and planning.
Utilize Align to facilitate meaningful conversations that strengthen relationships, clarify a clear purpose for each client’s financial plan, and then bring it to life through aligned investing and giving. Integrate your clients’ risk tolerances, portfolios, and goals within the Align tool to demonstrate opportunities for eliminating companies that cause harm and elevating business that make a positive impact.
Utilize Align to facilitate meaningful conversations that strengthen relationships, clarify a clear purpose for each client’s financial plan, and then bring it to life through aligned investing and giving. Integrate your clients’ risk tolerances, portfolios, and goals within the Align tool to demonstrate opportunities for eliminating companies that cause harm and elevating business that make a positive impact.
Milestones
- What’s going on in your clients’ financial lives today?
Discover the context for their financial choices.
- How Align equips you:
Bring clarity to your clients financial present
so that, together, you can identify a preferred
future.
Perspectives
- How do they think and feel about money?
Understand what experiences and beliefs inform their approach to money.
- How Align equips you:
Facilitate mutual understanding so couples and families can grow together toward greater unity, harmony, and alignment.
Priorities
- What matters most to your clients?
Uphold the values that drive everything else.
- How Align equips you:
Illuminate what is most important to help clients create intentional plans that motivate them toward a meaningful objective.
Values-Aligned Investing
We have integrated a VBI approach within the Values-Aligned Journey so
the guidance you offer is consistent from the first discovery conversation
to the outcome of every investment decision.
Our specialized portfolio managers and partnerships with industry-leading
research firms do the heavy lifting so you can focus on your calling to guide
clients through each step of their financial journeys.
Do your clients’ investments align with their values?
- Utilize our investment auditing tool to help clients discover what their investments–often unknowingly–support.
- Identify areas of misalignment.
- Evaluate alternatives.
- Elevate businesses whose products and practices make a positive impact.
Guide your clients to give generously
Giving generously and effectively for Kingdom Impact.
The last step of the Values-Aligned Journey is generous giving. Our tailor-made solutions include donor-advised funds; OneGive, a no-fee giving platform; and philanthropic advising through our Stewardship 360 initiative.
OneAscent offers the tools every faithful advisor needs to guide every client–from those with limited capacity to those entrusted with the most–to the solutions that most effectively align their giving to their values.
OneAscent offers the tools every faithful advisor needs to guide every client–from those with limited capacity to those entrusted with the most–to the solutions that most effectively align their giving to their values.
Lead with values. Guide with confidence.
Partner with OneAscent to realize your fullest potential as an advisor who aligns each part of your guidance with what matters most to you and to your clients.
Schedule a Call
Tell us about your goals and we will show you what is possible with OneAscent. Discover the freedom to grow your business and amplify your impact.