A CHRISTIAN ADVISOR PERSPECTIVE

 

Are you looking for a Christian advisor focused on helping you find a clear biblical path for managing the money that God has blessed you with? You may be asking yourself what financial guidance do you really need and why use our services? Making these decisions can be difficult and the financial learning curve steep.

We would like to share with you Our difference, and the fellowship and personal attention that we strive to give our Christian clients. We are a small firm with big ideas: small enough that we can really get to know our clients and big enough to offer global financial planning solutions.

In your search for a good manager of your family's finances, a core set of Christian values is important along with feeling you can trust and connect with your advisor. Going hand in hand is finding an advisor who has strong ethics and maintains a solid spiritual path with a Christian perspective. Please review Our Values to ensure they parallel your expectatations of what a biblically based advisor should offer you and your family.

Part of making an educated decision about how your family's investments should be managed is to ask advisors how management fees are charged. As Fee-Only Christian Advisors, we are happy to share with you a description of Our Fees and how they are charged. We feel it is your right to see a transparent picture of how you pay for your financial services.

To learn more about us and meet our team, please read about our advisors and our experience: Christian Advisory Team.

  

MEET OUR TEAM - Learn more about our Christian Planners and our team approach to servicing clients.

OUR PROCESS - Review how your financial plan will be created and managed.

OUR DIFFERENCE - Check out if our services align with your expectations

OUR VALUES - See if our Christian values are right for your financial planning and investment management.

OUR FEES - Learn how we are paid so that you can compare our value and services.

 

We would be happy to visit with you to learn more about you and your needs. Please Email Us your questions or call us toll free at 877-252-3940. We can be reached locally at 970-249-9900.