Most personal financial plans help you identify long-term financial goals.
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Does your financial plan contain this key component? |
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| Most personal financial plans help you identify long-term financial goals. But many plans only skirt your life’s purpose, rather than allowing your most profound goals, core values and beliefs to inform and drive your financial plan. |
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3 ways to tell if your purpose is driving your financial plan
1. Would someone be able to identify your purpose, your passions, your defining values and beliefs by looking at your financial plan?
2. Does your financial plan maximize your ability to give your time, talent and resources to those people and organizations you care most about?
3. Is your financial plan not only practical but also aspirational to help you “Grow your financial future with purpose”? |
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| | | | | | Everence financial planners and consultants help individuals, organizations, churches and businesses to combine faith and values with finances in order to pursue meaningful goals. |
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At Everence, your faith and life’s purpose are at the center of the financial planning process.
We use the ACE approach, our unique way to help you align your goals and life mission with your financial decisions, to increase confidence in your financial future, and to empower you to give your time, talent and resources to the people, causes and organizations you care about.
Our financial plans contain all of the traditional elements of financial planning - managing cash flow, tax planning, retirement, investment planning, estate planning and protecting income. Everence views these as branches of a vine that’s rooted in its faith heritage. Everence adds a seventh branch – charitable planning – that makes generosity a focal point of the financial plan, rather than an afterthought.
Everence also offers personalized, diversified, and well-managed investment portfolios that can fit your objectives and financial situation – with allocation and stewardship investing options that align with your values.
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