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A Course in Faith-Based Financial Life Planning: An Easy to Follow Guide to Creating Purpose, Peace and Prosperity in Your Financial Life

Create your own faith-based Financial Life Plan under the guidance of Fran McKay, CFP®. As you go through the course, you will learn how to honor God with your financial stewardship, protect your family, create a future you love and leave a legacy that lasts. The assignments from this course will serve as the foundation of your faith-based Financial Life Plan.  Topics include Claiming God's Promises, Financial Stewardship, Money Mindsets and Personalities, Growing and Protecting Your Income, Cash Flow Planning (aka budgeting), Introduction to the Economy and Investing, Planning for Major Purchases, College Expenses and Retirement Income, Credit and Emergency Savings, Property and Liability Insurance, Health, Life and Disability Insurance, Basics of Estate Planning, Creating Your Action Plan to Fulfill Your Faith-Based Financial Life Plan, and Leaving a Legacy that Lasts.

 

Information provided in this course is for informational and educational purposes only. It is not intended to be used as a primary basis for your investment or insurance decisions. It is not intended to be fiduciary advice or recommendation, and does not guarantee future success. For personal advice unique to your financial circumstances and goals contact Fran McKay, CFP® directly or seek the counsel of a qualified and trusted advisor. The representatives for Financial Wellness for Christians do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.