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We at Faith-Based Planning provide the following services:
We provide in-person, online, and video education on estate and financial planning.
Our forte is doing a series of in-person educational seminars at churches for their members.
Our educational seminars are also recorded for churches who want to simply show the videos vs. having us come in-person to do seminars.
Additionally, we have the industry’s best ONLINE financial literacy course. The course has 11-modules with online written content and video training. The course is a real course with examinations at the end of each segment to make sure those who take the course have learned the material.
To learn more about the online financial literacy course, click here.
2) Estate planning
Roccy DeFrancesco, JD, does estate planning design work to make sure people have their estate plans in order. If not, Roccy will work with a local attorney or bring in a firm that works nationwide to make sure all estate planning documents are up-to-date, compliant, and implemented.
3) Financial/Retirement planning
We help people who want to make sure their financial plans are in order. This could be as simple as helping with an annuity or life insurance policy or a comprehensive plan that would deal with investments, long-term care, life insurance, annuities, Medicaid planning, and more.
The goal with our services is to educate consumers so they learn what they need to know in order to make “informed” decisions and provide whatever services they would like help with to implement and complete an estate and financial plan that meets their short- and long-term goals.