Ron Blue
Goal Setting Diagnostic Questions
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 tool is a list of questions in several key areas designed to help you walk clients through a goals facilitation meeting. The areas it covers are: financial, net worth, education, giving, budget, cash flow, investments, retirement, insurance, and estate.
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 Blue & Co., Ronald Blue Trust, Kingdom Advisors, and the National Christian Foundation. Ron is also the founder of the Ron Blue Institute established at Indiana Wesleyan University in 2012. He has written more than 20 books on personal finance from a biblical perspective and has served on the boards of numerous organizations. Ron and his wife Judy have been married for 56 years, have five children and 13 grandchildren, and live in Bloomington, Indiana.
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