Our Process Starts with a Discovery of Your Values.

 

Our Faith-Focused Wealth Management with a Process to Believe In® is a one-of-kind experience we have crafted over years of experience with hundreds of discussions with clients and potential clients. We call it a Process to Believe In® because the process is based on God's Word, which is worth believing in. We are a distinctly faith-focused, family firm, and we have our best alignment with clients who share the same faith values. This is because faith in God's Word determines the foundation of the advice we give, and how this advice is implemented in our financial plans. To get an overview of our values and how they fit into the financial planning process, you can download our eBook called: 10 Foundations of Faithful Financial Stewardship here.

Our process begins with a complimentary Values Alignment Session, in which we lead potential clients through a discovery exercise called the Financial Values Unity Map®. This is an online experience via ZOOM, primarily designed for Christian couples and singles, to explore their values and how they align with biblical teaching on stewardship - all with the goal of discovering UNITY on the values, among decision-makers. The Financial Values Unity Map® forms the foundation for you as a decision maker to discover, and for us as a firm to understand, the personal values you possess - which should inform the wealth management strategies we should employ. In our first meeting, this process is usually all we accomplish, and very few products (if any) are discussed. This is not a pressured "sales" conversation, it is a values discovery session. At this point, we will better understand if, or how, we can help you align your wealth strategies with your personal and faith values. 

The next step in our process is to introduce you to our financial planning software called RightCapital. Often, this invitation is made after the first meeting. If a potential client would like to proceed with a preliminary plan, we require basic financial data to be placed in RightCapital so that we can accurately assess their current financial situation - in a comprehensive manner - from insurance to investments. The goal here is to provide some feedback on their current situation and offer a proposal for any changes needed, in a second meeting. The second meeting will provide a focused plan based on the data available in RightCapital.

In the second meeting, an offer to work together may or may not be extended, and the relationship can take various forms depending on the level of complexity in the plan if an offer is made. Regardless of the outcome of the second meeting, Blount Financial is committed to the spiritual and financial health of our clients and other potential clients with whom we interact. Therefore, we continue to provide complimentary education on faith-focused aspects of wealth management through our newsletters and we also allow one year of complimentary access to RightCapital, as a tool for everyone who participates in a Values Alignment Session. Ongoing support for RightCapital users is for clients only, but it can be used by anyone to design their own strategies if they would like.

So what is an overview of the steps?

 

 

1. Values Alignment Session (can be scheduled here).

In our first meeting, our priority is to help you create a Financial Values Unity Map® – this is the key first step to our process which helps you discover and relate to us, the personal values which should inform your financial planning and investment decisions. You can discover if you are qualified and learn more here.

 

To prepare for our first meeting, you can download a Financial Values Unity Map® here.

 

2. RightCapital Exploration & Preliminary Planning

After our first meeting, we'll take a deeper dive into your situation by inviting you to RightCapital. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be. You can join RightCapital at any point by clicking here.

 

3. Detailed Planning

Now that we have a foundation, we can deliver an easy-to-follow roadmap that will guide you towards your financial goals. We deliver and maintain our plans with our financial planning software called RightCapital, which is also available as an app which shows your entire plan and financial picture in one place. This plan will address the areas that are most important to you, and outline the steps needed to conquer potential obstacles.

 

4. Ongoing Support & Advice

Life is constantly changing, and your goals will too. But they will also be guided by your values. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you. Depending on the service level you select, you will have at least an annual checkup scheduled and possibly, one per quarter or monthly, depending on the complexity of your situation.

 

Contact us today to see how a financially sound plan may bring you closer to your goals.