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Overspending on lifestyle is one of the greatest barriers to generosity and financial freedom. Most advisors have faced or will deal with client challenges that occur when overspending is left unchecked. Join a panel of advisors to discuss this hard conversation, the cost of not dealing with overspending, and tools and best practices for walking with clients through this hard conversation.
Adam Miller is a financial planner at ElderAdo Financial, where he encourages values communication, impact, and sharing wealth and wisdom with the people and organizations that clients care about. He has earned the Certified Kingdom Advisor® designation, and he writes and speaks frequently about financial planning, stewardship, and philanthropy. Adam is an advisory board member of National Christian Foundation Colorado and a volunteer facilitator of Journey of Generosity.
Tim Mohns is a financial advisor with Raymond James in Naperville, IL and board co-chair of National Christian Foundation, Greater Chicago. Tim has experienced the transforming power of God’s generosity. As a result, he is committed both personally and vocationally to inviting others to discover the key role generosity plays in living a life of purpose. He and his wife, Rachelle, are the parents of two children and live in greater Chicago.
John Moore is passionate to both serve his community and help his community serve others through the causes that matter to them. His diligent stewardship is in part refined by his military experience, which instilled in him a strong sense of discipline and strategic thinking. John now uses these skills to develop and refine optimal strategies tailored to the needs of each family he advises. He has earned the Certified Kingdom Advisor® designation, currently serves on the board of directors of the New Mexico affiliate of the National Christian Foundation and is a founding board member of the Grief Resource Center of New Mexico. An avid flyer since the age of 16, John enjoys flying both airplanes and gliders and spending time with his wife of 40 years, Connie.
Janice Thompson's interest in all things financial go back to her earliest childhood memory. After years of counseling people in financial basics, she began to focus on a career in the industry in 1993. During the next decade she earned a Master's Degree in Financial Services and the CFP® designation, and launched Strategic Financial Solutions, Inc. In 2014 she merged her practice with Audrey Coleman and jointly they formed One Degree Advisors. She is passionate about assisting affluent families with meaningful gift planning and legacy wealth transfer as well as working with women going through transitions. Janice enjoys speaking on various financial topics as well as mentoring other financial professionals. She and her husband, Tom, have two grown children and are actively involved with several non-profit organizations. Janice also currently serves on the Board of Directors for Kingdom Advisors.