This guide is a practical resource designed to help you navigate the emotional, financial, and logistical challenges of supporting elderly loved ones. Developed with both compassion and clarity, it offers insights on planning ahead, managing caregiving responsibilities, and approaching this life stage with intentionality.

As your financial partner, we believe this tool will help you make informed, value-driven decisions that align with your family's needs and long-term goals.

This guide is a valuable tool for clients navigating life transitions such as retirement, career changes, or shifting family roles. It offers thoughtful, faith-based insights to help clarify your sense of purpose beyond professional identity, encouraging intentional reflection as you redefine your next chapter.

As your financial advisor, we believe this resource can support not only your financial goals but also your personal well-being by aligning your values, identity, and decisions in this season of life.

This guide explains that everyone lives by a story that shapes how they see life, and the Bible provides the true framework—creation, sin, redemption through Jesus, and restoration. From this foundation, the workbook shows that all of life—our time, talents, relationships, and resources—have been entrusted to us by God, not owned by us. As His image-bearers, we are called to manage these gifts faithfully in alignment with His purposes, reflecting His character and making Him known in the world.

At Alliance Entrust, we believe generosity is an essential expression of stewardship, and this resource guides you through key questions—such as mission alignment, impact, leadership, and accountability—so your giving reflects both your heart and your values. It empowers you to make prayerful, intentional decisions that maximize the impact of your generosity for God’s Kingdom.