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Are you looking to set up a retirement plan for your ministry?

Church Sponsored 403(b) Plan

One-Time Set Up Fee of $350*

+

Investment Management Fee of 0.35%

  • Special tax benefits for pastors

  • Flexible plan design

  • Professionally managed portfolios

  • Dedicated advisor

* $500 for plans with more than 5 participants

Church in Fall

Financial Health Weekend

I've had the privilege to travel to churches across the USA and spend the weekend teaching and preaching about wise money management. 

The financial health weekend typically consists of 3 components: Bible message(s) on finances, practical sessions and Q+A time, and optional financial counseling sessions.

My goal is to encourage your church to have a biblically-centered worldview of their finances in saving, giving, and spending. Each session is packed with practical financial principles and applications drawn directly from scripture.

Bible Messages

Biblical messages that emphasize what God has to say about how we save, spend, and give our money. We walk deliberately verse by verse to explain and practically apply important Bible principles about money management.

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Practical Sessions and Q+A

Practical sessions on topics like budgeting, investing, end of life planning, legacy giving, saving money, and more.

These sessions are designed to help attendees take Biblical principles and apply them in practical ways in their everyday financial decisions.

Q+A time provides attendees an opportunity to get answers to their most pressing money questions 

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FINANCIAL COUNSELING

    

In addition to the practical sessions, some churches request the option of offering 1-on1 financial consultations for their staff or church members. These consultations are confidential and an opportunity to get more detailed counsel on a variety of financial questions.

Image by Scott Graham

*Note* We do not use these sessions to promote or solicit any business. These sessions are an outlet for me to share the passion and financial knowledge God has given me to help the church.

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