Every individual seeking a financial advisor in any discipline looks for someone who is competent, performs their work with excellence, evidences humility and integrity, and seeks to advance the client’s interests first and foremost. Many advisors, whether a Certified Kingdom Advisor or not, can meet these requirements.
What is the difference in a Certified Kingdom Advisor? God’s Word says, “The mind of man plans his way but the Lord directs his steps” (Proverbs 16:3). Additionally, God’s Word says, “The fear of the Lord is the beginning of wisdom” (Psalm 111:10).
First, financial advice you receive should be consistent with and informed by God’s Word. Second, your advisor should have a biblical worldview so that they help you become a steward of God’s resources that He has given you to manage. Third, when your advisor is a believer in Jesus Christ, they are undergoing constant transformation by the Holy Spirit and becoming more Christ-like in character. As such, you should desire to be able to hold your advisor to a higher standard of character and integrity.
So, why choose a Certified Kingdom Advisor? Because a Certified Kingdom Advisor has been trained and has committed to be a person of character who, from a biblical worldview, serves you with biblical financial advice on how to best meet the goals God has given you in being a steward of the finances that He has entrusted to you.
We help bring structure to your financial life, by assisting you with organizing your financial picture (at both the "macro" level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).
We support your follow through on financial commitments, by working with you to prioritize your goals, show you the steps to take, and regularly review your progress towards achieving them.
We bring insights to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest.
We work with you to anticipate your life transitions and help you identify how to be financially prepared for them, by regularly assessing any potential life transitions that might be coming, and creating the action plan necessary to address and manage them ahead of time.
We share our collective insights from our own journeys and years of counseling and guiding clients through life’s transitions so that you can make well informed financial decisions which are aligned with your values, beliefs, and desires.
We want to help you realize God’s best in your life and will work in concert with you, to make this possible. We will take the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and your other advisors (with your permission), and offer transparency around our own cost and compensation.
Whether you are investing to build wealth, protect your family, or grow your business, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.