Ron Blue
Kingdom Conversations: Goal Setting Tool #3
Tools and Resources: Client Tool
July 2013
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Kingdom Conversations is a system for facilitating Kingdom conversations with clients, using straightforward tools and resources. It offers a step-by-step process to engage in significant conversations with your clients. This module teaches how to share the power of faith goal setting with your clients, in order to infuse their financial decisions with purpose. This goal setting worksheet looks at several specific areas of financial goal setting (net worth, education, giving, budge, cash flow, investments, retirement, insurance, and estate) and asks people to set specific, quantifiable goals in those areas and then to rank those goals on a scale of "top priority," "strong desire," or "would like to." It would be ideal for people who are very aware of their financial status and who are numbers oriented.
About the Speaker
Ron Blue
Kingdom AdvisorsRon Blue is widely considered to be the father of Christian financial planning. He is the founder or co-founder of Ronald Blue Trust, National Christian Foundation, Kingdom Advisors, and The Ron Blue Institute for Financial Planning. He is also the author of more than 20 books and has served on the boards of numerous organizations. Ron and his wife, Judy, have been married for 55 years, have five children and 13 grandchildren, and live in Bloomington, Indiana.
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