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Clients may complete this self-evaluation ahead of the wealth transfer discussion to assess their comfort level with their current estate plan. It can also be used for meeting follow-up. After presenting the biblical principles, the advisor can complete the client's financial information; the client answers the diagnostic questions and return the document before the next meeting, when specific recommendations can be made based on the client's responses.
Jim Wise is a senior partner and senior financial advisor for the private wealth division of Ronald Blue Trust. He is a frequent conference speaker for churches and faith-based organizations, and he also teaches a weekly Bible study in the Lake County Jail. Jim has written three books: a Bible study workbook, Five Steps to Financial Freedom; Spiritual Gifts, Plain and Simple; and Inheritolatry: The Final Obstacle to Completing the Great Commission. He has also earned the Certified Kingdom Advisor® designation. Jim and his wife, Lori, live in Orlando, Florida and have six adult children and six grandchildren.