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Join us for A Series Called YOU, understanding the enneagram from a grace-filled, Biblical perspective

 

Finance

How you use your money matters 

Whether you’re curious about what God has to say about finances, looking to get your budget under control, or simply want to become more financially healthy, we’re here to help!

Tools & Resources

Finance Classes

When you’re ready to take the next step in how you handle your finances, we’ve got classes that are designed to help you get there.

Financial Peace University

Dave Ramsey’s nine-week Financial Peace University (FPU) is a proven plan to help you build a budget, get rid of debt, save for the future and leave money stress behind for good. Dave and his team of financial experts teach each lesson with biblical wisdom and common sense.

When you take FPU at Sandals Church, you’ll be in a group where you’ll be motivated and encouraged by others just like you and get answers to questions about insurance, investing, retirement, mortgages and so much more.

LEGACY JOURNEY

Dave Ramsey’s Legacy Journey is the next step after FPU, and will lead you deeper into investing, basic estate planning, and discovering keys to true generosity through video lessons and group discussion. 

This six-week class teaches a biblical framework for living in a way that sets you up to leave a legacy, secure your family’s future and make a lasting impact on the world around you.

Estate Planning & Legacy Giving Toolbox

Do you have a will and trust? Have you created an estate plan? If not, we’re here to help.

Day to day finances can be challenging enough on their own, and trying to plan for the unexpected or for what happens to your assets after you die can often get put off until it’s too late. As your church family, we want to help make estate planning as simple and accessible as possible and have teamed up with some partners to help you get this done!

Choose from the topics below to get an introduction to topics such as creating a will and trust and the importance of an estate plan and how to take the next steps to build your own!

 

  • What is a will, a trust, and what is probate?
  • Who should develop a will & trust and how should they do that? 
  • A conversation between Scot Camden, Advancement Director for Sandals Church and Doug Griffin, General Counsel and VP with the Baptist Foundation of California. 

To take the next step and get in touch with our friends at the Baptist Foundation of California regarding questions you may have about developing an Estate Plan or to begin the process of developing your Estate Plan, click here.

 

  • What is Power of Attorney documentation 
  • What are Health Care Directives and Beneficiary Designations 
  • How does the development of these documents take the burden of difficult decisions off of loved ones? 
  • Join Scot Camden, Advancement Director for Sandals Church and Doug Griffin, General Counsel and VP with the Baptist Foundation of California as they have a conversation about these often misunderstood topics. 

 

To take the next step and get in touch with our friends at the Baptist Foundation of California regarding questions you may have about developing an Estate Plan or to begin the process of developing your Estate Plan, Click Here.

 

  • Why is it critical that parents of minor children put an estate plan in place right away? 
  • Is an estate plan necessary for a single parent?
  • How can you ensure your children manage their inheritance well? 
  • What to consider when choosing a guardian and executor of your estate plan. 
  • Check out this conversation with Scot Camden, Advancement Director for Sandals Church and Doug Griffin, General Counsel and VP with the Baptist Foundation of California.

 

To take the next step and get in touch with our friends at the Baptist Foundation of California regarding questions you may have about developing an Estate Plan or to begin the process of developing your Estate Plan, Click Here.

 

Have things possibly changed since you drafted your will/estate plan?

  • What to consider if things have changed for you since you developed your estate plan.
  • When should you review and possibly revise your existing estate plan?
  • What you should do if you developed your estate plan while living in another state or country?
  • What should you do if your financial situation has changed since the development of your estate plan? 
  • Should you ever reconsider those who you have assigned responsibility to in your estate plan?
  • Check out this conversation with Scot Camden, Advancement Director for Sandals Church and Doug Griffin, General Counsel and VP with the Baptist Foundation of California.

To take the next step and get in touch with our friends at the Baptist Foundation of California regarding questions you may have about developing an Estate Plan or to begin the process of developing your Estate Plan, Click Here.

 

Scot Camden, Advancement Director for Sandals Church introduces us to Jonathan Jarboe, President and CEO, Rob Duncan, Vice President and Chief Investment Officer as well as Doug Griffin, Vice President and General Counsel who are part of the team at the Baptist Foundation of California who have a heart to serve those of us who are a part of Sandals Church as we learn about the importance of developing an estate plan and we strive to steward well what God has entrusted to us.

 

To take the next step and get in touch with our friends at the Baptist Foundation of California regarding questions you may have about developing an Estate Plan or to begin the process of developing your Estate Plan, Click Here.

 

Scot Camden, Advancement Director for Sandals Church introduces us to Tony Amaradio, Chief Strategist and Founder of Select Portfolio Management based in Aliso Viejo, CA. Tony is a Comprehensive Financial Advisor and in this video, he shares about his desire to serve those who are part of Sandals Church.

 

To take the next step and get in touch with our friends at Select Portfolio Management regarding questions you may have about their Comprehensive Financial Advisor services, Click Here.

 

If you feel challenged in the area of stewarding well the finances/assets you have been entrusted with and you realize that you are not equipped to do that on your own, or you want a second opinion on your existing strategy, you may benefit from from speaking with Tony Amaradio and the team at Select Portfolio Management. In this video Tony Amaradio shares about how he and his team serve those who desire to steward well what they have been entrusted with by ensuring all 5 key areas of comprehensive financial planning have been addressed.
-Legal Planning
-Tax Planning
-Insurance Planning
-Investment Planning
-Stewardship Planning

 

To take the next step and get in touch with our friends at Select Portfolio Management regarding questions you may have about their Comprehensive Financial Advisor services, Click Here.

More about Giving

Money is a sensitive subject and one of the things that Jesus spoke about most. Hear more from Pastor Matt about how God calls his followers to trust him with our finances.

Set up your giving, see where your money goes and learn more about how Sandals Church handles our finances.