We help you define your goals for everything from personal cash flow to income tax to estate and investments to ensure that your decisions accurately reflect your personal values. Using biblical principles, Ronald Blue Trust’s comprehensive financial planning approach clarifies decision making and focuses on leaving a legacy of financial, social, and spiritual capital.
The decisions we make in life reflect our values and priorities. Experience has taught us that today’s decisions have lifetime implications. There are no independent decisions.
Our process and software take you directly from goal setting to the implementation of your plan. By understanding how all the components of your financial life integrate with each other, how it all connects, and how to adjust over time, we guide you through a detailed financial plan toward sound decisions, wise stewardship, and a road map to your desired destination: A life well spent.
The answers to most financial questions are uncovered when you understand that there are only five uses of money and when you know exactly how much you are spending on each. Our comprehensive process helps you plan for living expenses, debt, savings, taxes, and giving.
Retirement planning is much more than a magic number that answers the question “How much is enough?” It’s a process of you and your advisor working together to make sure you’re asking the right questions:
As you approach retirement, don’t look at it as an end. Rather, look at it as a beginning. It is the start of the next phase in your service in God’s kingdom.
One of the key benefits of having a comprehensive and strategic financial plan is being able to give generously. Helping clients with their plans for giving has been a central tenet of Ronald Blue Trust since our inception. Giving is key to becoming free from the power of money over our lives.
“We make a living by what we get. We make a life by what we Give!”
– Winston Churchill
Estate Planning includes building an estate during your lifetime with a goal of ensuring that the assets in your estate are stewarded in a manner that meets your goals and objectives, and will be passed to your beneficiaries in a thoughtful way. It allows you the opportunity to preserve and control the purpose and distribution of your wealth during life and at death.
Guided and assisted by your Ronald Blue Trust advisor, you can create a strategy for your estate and legacy plan that is designed to empower subsequent generations and reflect your values and principles.
Ronald Blue Trust and its employees and affiliates do not provide legal or accounting advice or service. Work with your attorney or accounting professional for such services.
“The purpose of a financial plan is to set you on a path to achieving your financial goals.”
