Navigating Your Way: Choosing a CFP® in San Antonio with BRI Expertise

Like any journey, our financial travels should lead us to financial security and align with our core values and beliefs. 

As a high-income earner or high-net-worth individual in San Antonio, you may already have a financial advisor you work with. But have you ever thought about choosing one that understands your Christian values? 

A rapidly evolving trend has created a unique type of demand: The need for financial advisors who understand the intricacies of wealth management and share and understand the importance of integrating your Christian principles. Enter BRI (Biblically Responsible Investing) —a unique approach that intertwines faith with your finances.  BRI isn’t just about numbers; it’s about stewarding resources in a way that reflects your deepest convictions. 

Our blog will outline steps to help you choose the right San Antonio CFP® who can align BRI financial practices with your faith and beliefs.

Proverbs [13:11]:

“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.”

The Intersection of Faith and Finance

Money, for many, is a tangible entity, but its intersection with faith brings into focus the meaning of values and purpose. When you apply the teachings of Christianity, the concept of financial abundance isn’t merely about accumulating vast wealth; it’s about how one stewards the wealth that has been entrusted to them by God. 

Proverbs 3:9 states, “Honor the Lord with your wealth and with the first fruits of all your produce.” 

Essentially, it’s not about how much you have but how you use what you’ve been given.

If you believe that your assets should grow and reflect and promote your  Christian values, whether by ethical investments or using your wealth to pursue charitable and faith-based endeavors.  Why? Because wealth is more than material accumulation—it’s your responsibility. 

The Importance of Choosing a CERTIFIED FINANCIAL PLANNER® Professional (CFP®)

Securing your financial future should be a collaborative experience, especially if you have accumulated substantial wealth.  One member of your wealth management team is selecting a CERTIFIED FINANCIAL PLANNER® Professional (CFP®) to help you.  

A CFP® in San Antonio specializes in tailoring financial plans aligning with your current circumstances, goals, and risk tolerance.  CFPs® don’t utilize one-size-fits-all solutions. Instead, they start by understanding your aspirations and concerns, making every financial blueprint as individual as the person it’s created for.

Beyond their financial expertise, CFP® professionals are bound by a stringent code of ethics designed to protect you. This ensures your interests always come first and decisions are made with the utmost integrity. Conflicts of interest are minimized. It’s all about who you trust to help you achieve your faith-based goals. 

If you seek a blend of faith and finance, many CFP ® professionals offer Christian-based financial planning.  When seeking a CFP® in San Antonio, remember: it’s not just about growing and protecting your wealth; it’s about ensuring that your values resonate in all your financial decisions.

The Certified Kingdom Advisor Distinction

The Certified Kingdom Advisor (CKA) designation represents a commitment to Christian-based financial planning, ensuring that every financial decision and strategy aligns with your core Christian values.

When you collaborate with a CKA, especially if you’re seeking a CFP® in San Antonio or any nearby location, you are working with an advisor who understands that financial planning goes beyond just numbers.

CKAs undergo specialized training that equips them to incorporate Biblical principles into their advisory practices. They understand the importance of aligning investments with Christian ethics and teachings.

Tips for Selecting the Right CFP® with BRI Expertise in San Antonio

1. Before embarking on the journey to find a Christian financial planner, it’s essential to take a moment for self-reflection. Lay out the specific services you’re seeking, whether financial/retirement planning, investment management, tax planning, estate strategies, or any other facet of personal finance.

    

2. Pinpoint the financial challenges or “pain points” you’re facing. Managing debt, optimizing savings, or preparing for life’s unexpected events could be concerns you want to overcome with a San Antonio CFP®. By clearly understanding your needs and potential risks, you’ll be better equipped to identify a financial planner who shares your values and can address your unique financial situation with expertise and compassion.

    

3. As you begin your search, be sure that a CFP® in San Antonio actively weaves BRI into their services, making Christian-based financial planning an integral part of their advisory processes.
4. Understand how they will be compensated for their services. Clarity here is crucial. Like other professionals, are they paid directly by you with fees, or do they earn commissions from selling products?  This transparency ensures that your financial needs align with the types of advice and services provided to you.
5. Hiring a financial advisor is entrusting someone with the responsibility of helping you manage, grow, and protect your wealth. Conducting a compliance check before hiring a professional is paramount for your future financial security. This scrutiny ensures that they have operated within the financial service industry and have not engaged in unethical or unprofessional behavior. 

It’s not merely about their qualifications or expertise but also their integrity and credibility. Just as you would only hand over the keys to your home if you checked someone’s background, your financial future deserves the same scrutiny.  This step sets the stage for a more secure future, helping you make an informed decision and fostering a relationship rooted in mutual trust.

At PAX Financial Group, we’re more than just a financial advisory firm. You deserve the best service possible, and that’s why we provide a comprehensive suite of services tailored to your unique needs, from in-depth financial evaluations to retirement planning, investment guidance, and insights into insurance and risk management.

Our commitment extends far beyond the numbers. We’re deeply rooted in giving back to our community and integrating Christian principles in every facet of our work. Our aim? To collaborate closely with you, ensuring your financial strategy aligns seamlessly with your core values and aspirations. Because achieving what’s truly important to you is at the heart of what we do. Connect with us to learn more about our BRI services in San Antonio.

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. PAX Financial Group has conducted due diligence for their Biblically Responsible Investing (BRI) process and proudly serves as each client’s advocate using fully vetted third-party specialists for the administration of BRI methodology. 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.