Planning
Before you take the first step, it’s important to know where you’re going, and where you want to be.
When you meet with a OneAscent Wealth advisor, he or she takes time to get to know you, your family, and your story. How do you think and feel about money? What keeps you up at night? What is most important to you? And what tools and support do you need that would better enable you to focus your time and energy on your passions? How do you want to be remembered by your family, friends, and the people around you?
Our advisors use two tools, MoneyMind® and Honest Conversations® to help walk our clients through some of these questions. MoneyMind® offers a series of questions to discover how you relate to money. Honest Conversations® includes 15 cards with phrases such as, “spend more time with family,” “retire early,” “leave a legacy,” and “minimize taxes.” By identifying your top five cards and why you chose them, we can identify what you want most out of your financial plan. From this, you’ll receive a customized plan built around your values.
