#THEBIGPORTRAIT
What’s included
4 Week Church-Wide Course
The comprehensive course (#theBIGsnapshot), aimed at helping each participant design a framework and approach towards money management.
Comprehensive Financial Planning For Each Member/Family
Three initial meetings (#theBIGphoto) for each family to design their family’s path towards financial stewardship.
Benefits for Participants
4 Week Church-Wide Course
The goal of this 4 week course to equip the saints with the financial framework to make informed decisions about their financial future. After this course they will have the perspective and system to guide themselves to a healthier financial future. At the end of this course every participant will walk away with:
A clear and well defined budget
A strategy for life insurance with a path to apply for coverage
A free consultation with an Estate Planner to start their path towards establishing a legacy plan.
Guidance to an investment account that they will start contributing towards with specific goals in mind.
Comprehensive Financial Planning For Each Member/Family
Custom Designed Family Plan:
We will work alongside each family as the “Family Chief Financial Officer", to equip them with a custom designed path towards financial stewardship and growth. Our goal is to help them harmonize all elements of finance (budget, debt, tax, investement, retirement, etc.)
In addition, they will also receive annual reviews (at no extra cost) for the ongoing monitoring and development of their plans.
Access To Our Suite Of Planning Tools.
Families will also receive access to our suite of planning tools that allows them to create and model scenarios and projections to identify and measure each step of progress along the way.