Determine your organization’s relationship with money to understand the root cause of money behaviors. The money relationship assessment is used as a baseline to provide financial solutions that will foster financial growth for your organization.

Implementation of goals, policies, procedures, operational metrics, and roles and responsibilities.

Financial training regarding automated financial tools (e.g., QuickBooks), financial reports, and metrics to better manage finances

Creation of processes, policies, procedures, and financial controls.

Real-time monitoring of cash including the flow of income and expenses, ensuring bills are paid timely, debt management, and built-in accountability for automatic savings and investing.

Determine your risk appetite and risk capacity for various financial investments and provide guidance in selecting suitable investments that align with your financial goals.

Identify key risks (e.g., lack of insurance) and develop appropriate strategies for implementation.

Full review and analysis of your organization’s financial picture including needs and wants analysis, risk analysis, cash flow analysis, risk management, investments, tax planning, retirement plans for religious leaders, and succession planning.