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Financial Planning

Planning your financial future

Wealth Management & Financial Planning

Finding the right advisor for you

A Professional Referral Alliance

Make Your Money Count, LLC is pleased to offer a professional referral alliance to connect you with a qualified Financial Advisor who is a nationally known leader in Values-Based and Faith-Driven Investing.

Rachel McDonough, CFP®, CKA® is a Financial Advisor with Ameriprise Financial with over 18 years of experience and serves clients across the country through virtual meetings. She is approachable and has a knack for explaining complex topics in a way that makes them feel simpler.

Rachel especially enjoys helping generous, values-driven clients who want to plan responsibly for their own future and make a difference in the lives of others.

It all starts with a 15-minute discovery process to:

1. Clarify your priorities

2. Identify challenges you face

3. See if we’re a fit

Rachel’s ultimate goal for every client relationship is to create a financial strategy that aligns their resources with their priorities and values.

Having served hundreds of families, Rachel understands that spouses don’t always agree on everything and that some financial tasks can be inadvertently left on the back burner. When you meet with Rachel you’ll be encouraged, educated, and supported…not judged.

Once the priorities are established, she employs the Confident Retirement® approach, as outlined below to ensure that nothing is overlooked.

Areas of focus

  • Christian Financial Strategies

  • Sustainable and Responsible Investing

  • Charitable Giving

  • Retirement Planning Strategies

  • Women’s Financial Strategies

  • Investments

  • Cash Flow Management Strategies

You can schedule a no obligation, 15-minute consultation with Rachel below.

The Confident Retirement approach is not a guarantee of future financial results.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNERTM certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Make Your Money Count is not affiliated with Ameriprise Financial and will not be paid a referral fee for each referred client who becomes a brokerage client of Ameriprise Financial.

Ameriprise provides financial services without regard to religious or cultural background.

The views of employees are not necessarily the views of Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Ameriprise Financial Services, LLC., Member FINRA and SIPC. © Ameriprise Financial, Inc. All rights reserved. 3266250ACMR1020

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