The Challenge
David's successful medical practice generated more than sufficient wealth for retirement. Their existing advisor showed impressive returns and tax strategies. Yet something felt fundamentally off.
- Disconnection between Sunday sermons about generosity and Monday portfolio reviews
- Current advisor glazed over when faith entered the conversation
- Wanted to be generous but feared outliving resources
- Felt guilty about their success instead of grateful
- No framework for transitioning from success to significance
The Approach
Wellspring started where others never would—with prayer and purpose, not performance metrics.
Explored Their Calling First
- Started with vision-casting conversations about Kingdom impact
- Identified three ministries they'd always wanted to support substantially
- Mapped out what "retirement with purpose" looked like specifically
Restructured for Both Security and Generosity
- Built sustainable withdrawal strategy protecting their lifestyle
- Created strategic giving vehicles maximizing tax efficiency
- Aligned entire portfolio with biblical values without sacrificing returns
- Established legacy planning benefiting family and ministry equally
The Results
Today, David and Sarah experience something rare—complete alignment between their faith and finances.
- Portfolio maintains 11% average returns while screening out conflicting companies
- Giving increased 40% through strategic planning
- Established donor-advised fund for flexible Kingdom investing
- Monthly meetings now include both performance reviews and ministry impact reports
- Anxiety about retirement replaced with anticipation
Note: The above case study is hypothetical and does not involve an actual Wellspring client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Wellspring is engaged to provide investment advisory services. Each client's situation is unique, and we customize our approach to align with your specific calling and circumstances.
