Our church wellness program is customized to you and can be as simple as a workshop to a comprehensive ongoing holistic program. We provide all the necessary training and support to church leaders on how to walk alongside their congregation as they empower people to pursue faithful stewardship, intentional living, and a culture of generosity and action for God's Kingdom. We do the heavy lifting of program launch, marketing, ongoing program management and reporting.

We have found the best results come when church leaders understand the language and concepts being taught during the church wellness program. It is also more effective to encourage others to participate when the leaders have experienced the fruits of the program first-hand. Leadership must be all-in so a strong united front can stand against the resistance that usually comes with a major cultural change.

Definitely! Since the practical skills and tools are universal, participants do not need to be Christian to be involved, and the Christianese that can make topics unpalatable for non-believers can be minimized.

Since we have an unbiased, refreshing approach to financial coaching, we primarily focus on education, mindset, behavior, and habits, instead of selling our clients insurance, investments, or any other financial products.

We aim to transparently lay out all our client’s options before them, and empower them to make the right decision for themselves.

We also have several resources, including online courses, education programs, and master classes that can be used to enhance the coaching process, as well as coaching specialists that can be called in for unique situations. These may include an additional charge.

You bet!

While we have our own proprietary framework for financial coaching, the key benefit of our financial wellness process is that it’s modular. We will work with you to adapt our concepts, principles, action items, and resources to the unique needs of your church.

We realize how people work with money is as unique as their financial situation and goals. Books, courses, and ‘self-help’ programs can work, but what we’ve found is that you can’t put individuals and their unique relationships with money into a box.

While we have a proven proprietary coaching system, instead of funneling our clients into a black-and-white set of steps, we customize coaching to individuals in a judgment-free atmosphere.

We start by guiding the client towards defining wealth and happiness (Refocus). The coach then injects tools and accountability to help them follow through (Gain Control). And finally, the client creates a long-term, sustainable plan for success (Set a Plan).

It’s important to remember that results vary by participant and the effort they put in. Every person has unique objectives, personal definitions of happiness, and specific obstacles they are trying to overcome financially. We believe that it’s far more useful to focus on building a strong foundation when it comes to mindset, behavior, and habits, to ensure consistent, sustainable results.

However, we’re proud to report that most of our clients begin feeling a sense of ‘peace’ right from their first interaction, experience improvement in their relationships and sleep within 45 days, and report improved psychological well-being after working with us.

And while it varies from person to person, clients who fully implement the program have reported an improvement of over $600 in cash flow per month, and 94% have an emergency fund established within 45 days.

To put it simply, we don’t believe in quick fixes and band-aids that temporarily solve financial problems but do nothing for our clients in the long run.

Instead, by addressing the root of your congregation’s relationship with their finances, we hope to support them as they build solid money habits, strengthen their relationships with their loved ones, and embark on the path to a sustainable financial future.

Absolutely. What happens in a coaching session, stays in a coaching session.

We also don’t collect any personal data (such as social security numbers, bank account info, etc). The forms shared between the coach and client should only list the last name and won’t have any other identifiable personal information. We do not share contact information with any outside agency, vendor, or partner. We believe our clients need to feel safe in their coaching relationship and we’ll do everything we can to make them feel comfortable.

No problem! We offer a survey that you can use to determine whether your congregation would find value in a financial wellness program before deciding if you’d like to partner with us! You can schedule a call to discuss this with us (use the link below).