Are you a person of faith looking for financial advice that aligns with your Christian beliefs? With so many advisors available to choose from, finding one who meets both your spiritual and fiscal needs is challenging. The good news is, there are Christian financial advisors out there who are committed to helping you achieve economic security while also sticking true to moral principles.
In this blog post, we’ll provide guidance on how to locate a reputable financial advisor near you so that you can access quality investments without compromising your faith.
Keep reading if you’re ready to start building the future of both your wealth and values!
Curious about biblically responsible investing? Read more to find out more about this faith-based investment strategy
Understand the nature of a christian advisor
When looking for financial advice, it is important to understand the nature of working with a Christian advisor. A Christian advisor is typically well-versed in biblically responsible investing (BRI) principles and able to apply them to any client’s financial situation.
A Christian advisor provides more than just financial advice, they offer advice and guidance from a biblical perspective. A Christian advisor has a deeper understanding of the bible, enabling them to combine faith and knowledge for sound financial decisions. The primary benefit of working with a Christian financial advisor is that their theological and moral values are in line with yours, which allows you to have faith in their decision-making process.
Make sure your advisor aligns with your spiritual values and principles
It is imperative that your Christian advisors’ values and principles are in alignment with your own. This connection is what will provide a solid foundation for trustworthy counsel. When you know that the advice provided to you is in line with how you prioritize your faith, it will be easier to progress forward with confidence.
Doing research ahead of time, such as reading reviews and speaking with individuals who have previously worked with the advisor, can help you feel assured that they are a reliable source of wisdom that adheres to your values and beliefs.
Christian values are important, but make sure they have the right credentials too
When seeking out a financial advisor, it is important to consider both the individual’s values and credentials they have. While having Christian values can help bring a sense of comfort and trust to the relationship, investment advisors (RIAs), absent an exemption from registration, must be registered with their state or the U.S. Securities and Exchange Commission (SEC).
Similarly, to ensure expertise, look for a CERTIFIED FINANCIAL PLANNER™ Professional who has completed education and is qualified for the role. Integrating knowledge and know-how alongside Christian values will provide you with an exceptional financial advisor who profoundly understands your beliefs and goals. As Christian advisors in Texas, the professionals at PAX specialize in comprehensive planning and offer a wide range of financial services for any situation. Contact us today to see how we can help.
Understand the services you need
Before deciding on the right advisor for your situation, it is important to take the time to understand the services and help you need. Every financial plan is different and requires individualized advice. Seeking out an advisor who is qualified and experienced in your particular situation is crucial. Utilizing a checklist for interview questions can be very helpful in narrowing down the list and ensuring you are asking all the necessary questions to find the right professional who will best meet your needs.
For example, if you need retirement planning strategies and advice, it probably would not be best to work with an advisor who is primarily focused on short-term investment strategies. Taxes are going to be ubiquitous amongst all aspects of your financial planning, so make sure that whoever you decide to work with understands tax planning strategies, as they are going to play a critical role in your financial plan.
In addition, it pays to research online reviews and ask friends and family for referrals as well. With the right efforts upfront, you can find an advisor that will be able to provide meaningful guidance going forward into your investment journey.
Build a lasting relationship
Choosing a financial advisor can be overwhelming, especially when looking for someone with a Christian background. You want to be sure that you are entrusting the care of your finances to someone who is an expert in this field and also follows Biblical principles. Taking these points into consideration when searching for the perfect advisor can make all the difference. Start by researching potential advisors through their references and success stories, then interview a few and find out how well their views on finance align with yours.
Furthermore, build up a relationship with them over time so as to trust them with your financial future. Doing this will give you complete confidence in whoever it is that you choose as your advisor, making sure that you have the best professional support available to guide you through managing your personal budget or investments efficiently.
The professionals at PAX Financial, located in San Antonio, TX, provide comprehensive financial plans and use the PIVOT retirement process to ensure all clients meet their financial and retirement goals. Contact us today to begin the process.
This material is provided by PAX Financial Group, LLC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The information herein has been derived from sources believed to be accurate. Please note: Biblically Responsible Investing(“BRI”) involves, among other things, screening for companies that fit within the goal of investing in companies aligned with biblical values. Such screens may serve to reduce the pool of high performing companies considered for investment. Investing involves risk. BRI investing does not guarantee a favorable investment outcome. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. This information should not be construed as investment, tax, or legal advice and may not be relied on for the purpose of avoiding any Federal tax penalty. This is neither a solicitation nor recommendation to purchase or sell any investment or insurance product and should not be relied upon as such.