A structured process that is driven by a personal relationship between Clergy (Client) and the Financial Planning Team whereby a customized plan is created and implemented. The Financial Plan is a tool to help the Clergy and Planner to manage the pathway to success.

Building a Team with the Right Partners

We need to build the best team in order for us to help you pursue your planning goals. We need to know who's on your team and what they offer to the partnership in terms of experience or specialty.

The Church Governing Body is a strategic partner that makes key decisions in this process. We need to educate them concerning the fundamentals of a sound Financial Plan and how to best support its success.

We also need to round out the partnership with all the other partners that you rely on for advice and the ability to add value to the overall planning process and your success.

Taking the Steps to Put the Process into Action

The keys to your financial future start by:

• Engaging our Financial Planning Team to assist you in a Financial Planning process with a focus on compensation planning, retirement planning, and estate planning.
• Attending a data gathering meeting.
• Reviewing your customized plan designed and prepared by the Financial Planning Team.
• Facilitating the opportunity for the Financial Planning Team to present any proposed reallocation of the compensation package to the Church Governing Body.