QUALIFICATIONS
CERTIFIED FINANCIAL PLANNER™
Certified Kingdom Advisor®
Rachel McDonough, CFP®, CKA®
Wealth Advisor
Rachel McDonough is a CERTIFIED FINANCIAL PLANNER™ Professional and a Certified Kingdom Advisor® with over 18 years of experience helping generous, values-driven families manage wealth in a way that truly reflects their priorities.
She loves watching clients become crystal clear regarding their goals, understand the practical trade-offs of their financial choices, and make powerful decisions that have a positive impact on their families and communities.
In addition to being a multi-year "5 Star Wealth Manager*," she is also a published author and frequent speaker on values-based investing. Rachel currently chairs the Advisors Group of the Faith Driven Investor movement, a fast-growing network of Christian financial professionals and investors, is a worship leader at her church, and loves her "other job" as a homeschooling mama of 3.
My Approach
My ultimate goal for every client relationship is to create a financial strategy that aligns your resources with your priorities and values.
Having served hundreds of families, I understand 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 your priorities are clear, we deliver a personalized set of recommendations to help you optimize your resources and ensure that nothing is overlooked.
Areas of Focus
Values-based, Sustainable, and Responsible Investing
Retirement Planning Strategies
Women's Financial Strategies
Cash Flow Management Strategies
Charitable Giving Strategies
Request a Consultation
rmcdonough@wealthsq.com
651-269-0222
8 Dry Run Road
River Falls, WI 54022
Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor, doing business as Wealth Squared.
*Five Star Wealth Manager award is administered by Crescendo Business Services, LLC