Planning with Inspire Advisors First, Gather Your Information To start the planning process, please download our Client Profile form below & email it back to us at firstname.lastname@example.org. One of our Inspire Advisors will review your information and reach out to you to setup a free initial consultation. There is no obligation, our goal is to see if we can help you on your path to aligning your finances with your faith. Download Our Form Here Second, Create Your Plan One of our Inspire Advisors will sit down with you either face to face, or via phone/web conference and create your personalized financial plan. We will take into consideration all of your unique desires and get a plan on paper with actionable steps to get you to your goals. View a Sample Financial Plan Here Third, Track Your Progress One of our Inspire Advisors meet with you every six months to review and track your progress towards your goals. We act as your guide to give advice and direction to help you follow God's design for your finances and your life. As things change we will update your plan to make sure you know if you are on track. We are also available at anytime free of charge to answer questions or provide advice. View Our Financial Planning Pricing Here Schedule a Free Consultation with an Inspire Advisor Today Name Email Address Phone Question Thank you! Oops!