Financial Planning for Churches in the Rocky Mountain Region
Fee-Only Financial Planning to Help Churches Achieve Their Goals
Empowering Church Leaders and Staff with Financial Planning
“Honor the Lord with your possessions and with the first produce of your entire harvest.” Proverbs 3:9. Church finances can be a tricky and often, sensitive subject to broach. With our financial experts at Evergreen, we can help you create achievable goals and give you the tools to reach them.
While we’ll be alongside you to help with any financial questions, we’ll also make sure you feel equipped to financially steward your own congregation. Whether a one-on-one call or a call with your team to answer any burning questions, our church financial planning process is catered to your church’s needs.
Does This Sound Familiar?
- Little Financial Knowledge: As a leader of a church, your focus is ministering to your congregation and growing closer to God which leaves little time to spend on church financial planning and education.
- No Financial Ministry: As a result, there’s no communication on handling finances within the church. It may feel too difficult to start this conversation without the necessary answers or expertise.
- Inefficient Tax Giving: Because most churches aren’t comfortable with non-cash giving options, tax-efficient giving creates a win-win for both the church and those giving to the church. This provides an opportunity for the congregation come tax season that many don’t take advantage of.
Go Beyond Church Finances with These Solutions
Our church stewardship program comes with tailored planning to address each church’s individual needs:
- Customized financial planning for each staff member
- Coordination with payroll and retirement plan partners
- Church brokerage account management
- Staff and congregation financial education
- A stewardship-focused partner, not a salesman
How IT Works
Consultation:
We work closely with you to determine the needs of your ministry
Design:
Based on our initial conversation, we design the appropriate services
Implementation:
Implement the proper solutions to fit those needs
Monitor:
Once implemented, we then monitor through ongoing collaboration and communication
How We Serve
Up to 5 Staff Members
Grow
Greater of $3,000 per year or AUM schedule
Over 5 Staff Members
Flourish
$3,000 per year + $500 per staff member over 5 + .5% of AUM
Includes:
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Our church stewardship program with customized financial planning for each staff member, investment management for individuals, church brokerage account management, and staff and congregation education.
To learn more about how we can help your church family, schedule a call today.
“He shall be like a tree planted by the rivers of water, That brings forth its fruit in its season, Whose leaf also shall not wither; And whatever he does shall prosper.”
-Psalm 1:3
Achieve Your Goals with Evergreen Financial Group
Planting a church is a huge accomplishment on its own—if you’re ready to start planting those financial seeds, you’re in the right place. At Evergreen, we believe you can manage your church finances and gain the necessary tools to delegate the financial burden yourself. Let’s make sure we’re a good fit!
Chat With A Financial Advisor Today
No matter what season you’re in, our financial advisors can help. We have experience in planning, investing, retirement, debt management, insurance review and more.