Rachel McDonough
A Case Study: Implementing Faith-Based Investing in Your Practice Listening Guide
July 2021
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What would it look like to implement faith-based investing in your practice? Beyond the philosophical and biblical underpinnings are a lot of moving parts. An advisor who made that transition shares her experience, including options and considerations for making the switch. This Listening Guide accompanies the Study Group of the same name.
About the Speaker
Rachel McDonough
WealthfluenceRachel McDonough, CFP®, CKA® is an advisor with Wealth Squared, a team of EverSource Wealth Advisors, and the founder of Wealthfluence, a consulting firm focused on helping advisors implement Faith-Driven Investing. Rachel is a published author, worship leader, and frequent speaker on putting our faith into practice through investing.
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