A New Standard for Advisors Who Live What They Teach
BECOME A
Finish Line
Advisor
A New Standard for Financial Advisors
Not another professional credential
In today’s wealth management world, many advisors are guiding clients toward purpose and impact.
The Finish Line Advisor designation goes a step further, recognizing those who live the same principles they teach.
This designation isn’t about more knowledge or expertise. It’s about living surrendered, leading with integrity, and modeling the freedom we hope our clients find in Christ.
It’s Hard to Lead Others Where You Haven’t Gone.
Your influence deepens when your own heart is transformed.
Unsettled Alignment: Without clear personal boundaries, it’s easy to drift from the freedom we encourage in others.
Quiet Compromise: Over time, success can outpace surrender, and contentment fades in the noise of achievement.
Missed Formation: Without intentional community and accountability, the heart behind our work can grow thin.
The 3 COMMITMENTS OF a Finish Line Advisor
A Simple but Profound Standard
SPENDING Finish Line
Define a clear boundary for annual lifestyle spending, living in contentment.
Financial Transparency
Share your finish line and financial journey annually with a trusted circle of fellow advisors.
Authentic Community
Meet with other Finish Line Advisors twice annually for mutual accountability and encouragement.
Apply now to learn more about the Finish Line Advisor designation.
We’re trustees, we’re not owners. if a trustee starts to get confused about their role and they don’t have any parameters, the stuff will actually own them as opposed to them stewarding the stuff. It’s liberating to set a finish line.
I think many of the most generous families I know have implemented some version of a finish line. The idea of establishing limits to create freedom is a very powerful idea and it’s rarely implemented in the financial space.
How to Become a Finish Line Advisor
Joining the Growing Network
Step 1 – Submit an Application
Submit some basic information about your background and goals so one of our team can best assist you.
Step 2 – Join an Orientation Call
Engage in a brief zero-commitment conversation about our Finish Line philosophy, accountability, and our advisor community.
Step 3 – Formal Registration
If you decide to move forward as a Finish Line Advisor, complete an official registration and join the network.