Our Discovery Session will determine how we structure your Ascend Meeting.
What is the value we are offering in our Ascend Meeting?
God Owns It All
All of our teachings on money are based on the following convictions:
- God owns it all
- The power to make wealth comes from God, not ourselves
- Giving is an investment for eternity
- You can't out-give God
A Budget To Be Excited About
If you're in debt and/or buried in student loans we will create a path to set you free, factoring in all the financial realities of your lift right now and creating a budget you will be excited about.
How to Use Your Money
We will teach you the five short term uses of money and the six long term uses of money.
Identify Your Yearnings
We will identify your yearnings and build a financial plan to achieve them so you will be confident that all the hard work you’re doing today will lead exactly where you want to go.
Special Needs: Thorough Review
We will thoroughly review with our special needs parents: IEP’s, transitioning, and planning/saving for the future without jeopardizing need-based benefits.
Marriage and Money
If your marriage is stuck around disagreements with money, we will help you find common ground and a starting point for learning to work together.
Insurance Review
We will analyze your current insurance protections, or lack thereof, and make sure you are correctly managing risks.
Saving For Goals
We will to teach you how to save for major goals, such as vacations, a new home, college for the children, retirement, and legacy.
Investing
You will learn the wisdom of investing in yourself through education, achieving certifications that will allow for career advancement or starting a business.
Your Emergency Fund
We will teach you how to set up an emergency fund.
Your Relationship With Money
If you struggle in your relationship with money we will teach you how to change your behavior.
Saving Your Marriage Before it Starts Assessment
For career and marriage enrichment we offer at a nominal cost Birkman Testing and SYMBIS Saving Your Marriage Before It Starts Assessment. (SYMBIS is for married couples as well)
Whether or not you choose to work with us beyond your Ascend Meeting, you will have an accurate map to get you to where you want to be, along with many exciting waypoints along the way!