Financial Planning
Centering every strategy and decision around what you value
Many stewards do not have access to financial advisors who will offer faith-aligned guidance. As a result, their planning, investing, and giving decisions are not aligned with their faith-based values.
OneAscent is a growing community of advisors transforming financial planning to offer individuals and families the intentional solutions they need to build strategies consistent with their values.
OneAscent is a growing community of advisors transforming financial planning to offer individuals and families the intentional solutions they need to build strategies consistent with their values.
Planning with a higher purpose
Any financial advisor can ask about your goals and make relevant financial recommendations. However, the beliefs and realities that drive those goals–or the why behind them–are more important than any purely-financial outcome.
The Values-Aligned Journey asks deeper questions. We make recommendations that not only support your why but also serve your family’s best interests.
For faithful stewards, that means aligning planning, investing, and giving to build a lasting legacy of joy and impact.
Bringing together your milestones with your mission
Everyone approaches financial planning with life’s milestones in mind. Coming changes in career, family, and health all necessitate careful and wise planning. The Values-Aligned Journey brings harmony between those upcoming milestones and your higher mission.
You make investment decisions based on factors like return, target date, and risk tolerance.
You can also align those investments with your values to eliminate businesses that cause harm and elevate those which bless mankind.
If you make giving decisions with an advisor, those choices are likely framed by your tax burden.
You can also choose organizations that are bringing about transformational change in the areas that matter most to you.
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.
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