The Values-Aligned Journey
Transforming how to approach financial stewardship
Every one of us leaves behind a legacy; our material resources, large or small, will pass to the next generation. This transactional process can be facilitated by nearly any financial planner.
However, most faithful stewards desire something more. Like you, they want to leave a full, and not just a financial, legacy.
Building your ideal legacy–and enjoying true flourishing here and now–is possible, but it won’t happen by default.
Facilitating the journey to your preferred future
Most financial strategies focus on only two things: planning and investing. If you were to stop there–even if your investing is oriented around what you value–your strategy would be incomplete.
Your probable future
When you follow the traditional patterns of earning, spending, saving, and investing, you reach the most likely outcome based on your current financial trajectory. We call it your probable future.
Most stewards’ probable futures leave value on the table. We believe you can–and should–have more.
Most stewards’ probable futures leave value on the table. We believe you can–and should–have more.
Your preferred future
OneAscent’s Values-Aligned Journey has been designed to chart a course, instead, toward your preferred future. It is the specific financial, lifestyle, and legacy outcome you deliberately design and aspire to achieve.
For many stewards, this is a legacy of stewardship. It is the enduring impact of your financial decisions, values, and beliefs that extend beyond your lifetime and influence future generations.
A legacy of stewardship requires that you live, plan, invest, and give in alignment with your values. With the Values-Aligned Journey, your preferred future is within reach.
For many stewards, this is a legacy of stewardship. It is the enduring impact of your financial decisions, values, and beliefs that extend beyond your lifetime and influence future generations.
A legacy of stewardship requires that you live, plan, invest, and give in alignment with your values. With the Values-Aligned Journey, your preferred future is within reach.
How the Values-Aligned Journey Works
The Values-Aligned Journey meets you at the crossroads of life and money. Through three main phases, we learn about your deepest-held convictions, align them with your planning and investing, and then choose giving strategies that maximize joy and impact.
Discovery
Understand what matters most to you and unify multi-generational families around a shared mission
Alignment
Bring financial decisions and investments into harmony with what you value
Impact
Measure and celebrate tangible outcomes generated when resources align with your preferred future
Start building your ideal legacy.
OneAscent is here to ensure your intentional living and giving continues to shape lives long after wealth has been transferred.