Finding True Financial Freedom through

Financial Discipleship

Available on Demand

A Webinar for Financial Advisors on Guiding Clients through Financial Discipleship.

Many clients follow a financial plan—until old habits return. Why? Because money isn’t just numbers; it’s about identity, trust, and the heart.

Join financial counselor Courtney Markley and Evergreen President Daniel Keever for a candid webinar on why financial planning alone isn’t enough—and how financial discipleship can break the cycle.

What You’ll Learn

How financial behaviors are shaped by deeper struggles

The link between money, identity, and healing

Navigating faith and financial decision-making
Strategies for faith-based client conversations

Having the conversations that matter.

See beyond spreadsheets—and into the real financial struggles clients face
Recognize the disconnect between what clients say they want and how they actually behave
Build a practice that prioritizes transformation, not just transactions

Download Your Free Webinar

Meet the Hosts

Daniel Keever

President & Founder | Evergreen Financial Marketing

Courtney Markley

Founder | Center for Financial Discipleship

Want to Implement Financial Discipleship into Your Practice?

At the Center for Financial Discipleship, Courtney helps advisors integrate faith-driven financial coaching into their work—guiding clients beyond the numbers and into real transformation.

This isn’t just about financial planning—it’s about helping clients break free from the hidden struggles shaping their financial lives.

Connect with Courtney to Learn More

For those ready to take the next step, she offers:

Faith-based financial counseling frameworks to deepen client conversations
Guidance on identifying and addressing financial idols & behaviors that keep clients stuck
Practical strategies for incorporating financial discipleship into your advisory practice
Training on how to engage in heart-level financial conversations with wisdom and tact