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What would it look like to implement faith-based investing in your practice? Beyond the philosophical and biblical underpinnings are a lot of moving parts. An advisor who made that transition shares her experience, including options and considerations for making the switch.
Rachel McDonough, CFP®, CKA® is a wealth advisor with EverSource and the founder of Wealthfluence, a consulting firm focused on Faith Driven Investing. She chairs the Advisor Solutions Group of the Faith Driven Investor movement, a fast-growing network of Christian financial professionals and investors. Rachel is a published author, worship leader, and homeschooling mama of three.