They can also help you protect your assets with the right kinds of insurance and help you pass on your financial legacy with a proper estate plan.ĭouglas Boring: That is a great question and certainly a fair question. ![]() As you start to plan for life’s bigger milestones, you should consider finding a financial advisor that specializes in those areas.įinding the right advisor can help you minimize risk, maximize gains and take advantage of tax breaks while investing for your future. Here’s a quick rundown of potential services a financial planner may offer you:Īs you can see, financial advisors can help you with your entire financial picture, not just investing. Though most people use a financial advisor simply to invest for retirement, this is only a small part of what many advisors offer. Whether it’s full-service investment management or a plan focused on a specific area of your finances, put together a list of what you’d like help with before contacting an advisor. Let’s learn more by getting answers from Christian financial advisors featured on Wealthtender who offer their perspective on financial planning with Biblical principles.īefore hiring a financial advisor, determine what services you need from them. So is a Christian financial advisor right for you? You’ll also find Christian financial advisors dedicated to serving clients who share their Christian denomination, for example, Catholic financial advisors. And others specialize in Biblically Responsible Investing to build investment portfolios of companies and products that uphold Christian values. Some Christian financial advisors have earned their Certified Kingdom Advisor (CKA) designation, which involves training on how to apply biblical wisdom to the financial planning profession. While you may meet a Christian financial advisor at your church who serves other members of your congregation, you have more options today than ever before to find a faith-based financial advisor who not only shares your beliefs but also specializes in offering services unique to your individual circumstances.Īnd you may decide that working with a Christian financial advisor online, often via Zoom meetings, can be a great alternative to meeting in person if you’re looking for time back in your day. ![]() Find a Christian financial advisor who will help you achieve your financial goals with a faith-based approach to financial planning.Īs a Christian, you may want to consider working with a financial advisor who shares your faith and specializes in building financial plans that incorporate Christian values.
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