The Values-Aligned Journey
Transforming how to approach financial stewardship
Most financial strategies focus on only two things: planning and investing. Stopping here, even if those investments are consistent with what you value, misses opportunities to make a greater difference as an investor or a financial advisor.
True flourishing comes about when stewards and advisors align every aspect of their financial strategies with what they value most. At OneAscent, we call this deep commitment to consistent living, giving, and investing the Values-Aligned Journey.
True flourishing comes about when stewards and advisors align every aspect of their financial strategies with what they value most. At OneAscent, we call this deep commitment to consistent living, giving, and investing the Values-Aligned Journey.
Recognizing 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 trajectory. We call it your probable future.
For individuals and families
A mostly financial legacy.
This risks passing on your assets, and not your values, to the next generation, and misses opportunities to unite around a shared mission.
For financial advisors
An unanswered calling to align your guidance with your faith-based values.
This results in success by the world’s standards but misses opportunities to advance the Kingdom.
Pursuing your preferred future
The Values-Aligned Journey has been designed to chart a course, instead, toward your preferred future. It is a specific outcome you intentionally design and aspire to achieve.
For individuals and families
A legacy of stewardship.
It is the enduring impact of your financial decisions, values, and beliefs that influence future generations.
For financial advisors
The freedom to pursue your calling.
It is embracing the opportunity to align your financial guidance with a biblical worldview.
The Values-Aligned Journey
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
Explore our services that facilitate faithful financial stewardship:
Chart a course toward a greater impact.
OneAscent is here to empower financial advisors and stewards to more intentionally pursue their preferred callings and legacies.