Custom Services

When Ronald Blue & Co. was founded in 1979, we put a high priority on always trying to anticipate and respond to our clients’ unique needs. We believe this philosophy has resulted in our firm being a leader in the fee-only financial planning space. In addition to our breadth of services across the wealth management spectrum, we’ve developed custom services specific to the needs of certain clients who need depth of expertise.

For professional athletes, we offer Total Cash Flow Management, a valuable service that relieves busy, and often on-the-road professionals, of the detailed and time-consuming routine of handling their expenses and bills. Total Cash Flow Management is designed to provide peace of mind through timeliness, accuracy, and a system of checks-and-balances and is managed by an experienced, dedicated client service group in our division that has been working with professional athletes for 35 years.

For families of significant wealth, our Family Office client group is focused on helping families shape and maintain a legacy comprising social, spiritual and financial capital.

Family Office services create the environment to help families identify their core values and beliefs, develop a family mission and vision statement, structure a family governance process based on those values, and apply a biblical world view across multi-generational planning.

Our custom services are developed and managed by professionals within our firm who are focused on the unique needs of clients with a specific profile. We invite you to read more about these services within the Family Office or Professional Athlete Division pages, and to get in touch with us to discuss them.

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