It came down to hope versus despair, simplicity versus complexity.
After four days of attending Dave Ramsey’s Financial Coach Master Series in Nashville, Tennessee, Jesse Travis knew he was returning home to San Antonio with a new perspective on helping people find financial peace.
As a finance professional, Travis has used the expensive software, complex charts, beautiful retirement simulations and 18-page budget forms for his clients. But he says he’s realized that Dave’s approach to financial coaching—a biblically based approach that’s simple, straightforward and consistent—makes the road to financial peace more accessible and less scary for clients.
Because of their professional finance skills, Travis and his wife (also a financial advisor) will serve on the leadership team tasked with carrying out Momentum at CrossBridge. The training he received, he says, will further equip him to translate his professional skills into a church setting and allow him to coach those at CrossBridge who need financial guidance before, during and after Momentum. The coaching will be just one building block of a larger ministry.
“We’re slowly building up to the point so that when we launch Momentum, we’ll have a stewardship ministry in place,” he says.
And a holistic stewardship ministry is at the heart of all this. Because, really, biblical financial coaching is all about reminding people that God owns it all, and we’re just the managers of everything He’s blessed us with.
Not to mention that sense of hope. That’s pretty powerful, too.
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