Please contact your financial advisor to view this form.
Whether you’re just starting out on your financial journey or consider yourself a seasoned veteran at this point, we’re excited to welcome you to your own Financial Life Plan site. The exercises on this site are designed to lay the foundation for your Financial Life Plan, with the goal of helping you discover and live your most inspired life—the life that you were uniquely created to live!
Like how a GPS dynamically guides you through unfamiliar territory, your LifePlan shows you the road ahead as you navigate the complexities of your financial journey. It outlines the route and plans for detours along the way. Because our advisors have walked alongside clients for years, we have seen firsthand the many benefits a LifePlan can provide, including:
We accomplish all this by leading you through our proprietary Financial Life Planning process! This process was adapted from the work of George Kinder and the Kinder Institute of Life Planning.
We’ve infused the Kinder process with a Biblical worldview which brings to light the most essential elements that you desire to be able to live your most inspired and impactful life. We then develop practical strategies to align your time, money, energy, and talents around your priorities to overcome any obstacles that dare to get in your way.
You can read more about the Financial Life Planning process on our website.
Through your Financial Life Planning process, your advisor will assign you exercises to complete which will show up on this site. After you’ve completed and pressed the “submit” button at the end of each exercise, your advisor will be notified that you’ve completed the exercise and will be able to view your submissions. You will also receive a copy in your email inbox as well. Your advisor will then be in touch about next steps in the process and assigning any future exercises as necessary.
Overall, we couldn’t be more excited to have you join us in this process. We believe that Christ has something to speak to you during this time, so we invite you to spend time working through these exercises thoughtfully, prayerfully, and without feeling rushed.
If you have any questions, please feel free to contact us using the form on your dashboard or call our office at (717) 796-1700.
