15 Wealth Management Issues | Christian Financial Advisors

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15 Wealth Management Issues

Name*
First Last
Email*
ESTATE PLANNING: Have you created a wise plan for handing off your wealth to your heirs and ministries you care about after you are gone?*
- Yes
- No
- Not Sure
MULTIGENERATIONAL PLANNING: Are your heirs qualified to handle their inheritance wisely and from a Biblical perspective?*
- Yes
- No
- Not Sure
RISK MANAGEMENT & INSURANCE PLANNING: Do you have a plan in place to shield you, your family, and business interests from major liabilities and lawsuits?*
- Yes
- No
- Not Sure
PLANNING FOR INCAPACITY: Do you and your family have a plan if you were incapacitated and lost your income?*
- Yes
- No
- Not Sure
BUDGETING & DEBT ELIMINATION: Have you created and implemented a budget strategy to eliminate debt and create positive cashflow?*
- Yes
- No
- Not Sure
PLANNED/CHARITABLE GIVING: Would you like to create a legacy that shares your values with family and others both now and after you are gone?*
- Yes
- No
- Not Sure
INVESTMENT PLANNING: Do you have an actionable plan with diverse investment strategies for your specific situation?*
- Yes
- No
- Not Sure
EDUCATION & FAMILY SUPPORT: Would you like to be able to fund your children’s, or grandchildren’s, college education or create future funding for others with special needs?*
- Yes
- No
- Not Sure
TITLING & BENEFICIARY DESIGNATION: Are all of your accounts titled properly to follow your current estate plan?*
- Yes
- No
- Not Sure
RETIREMENT PLANNING: Are you sure you have enough funds for retirement?*
- Yes
- No
- Not Sure
ESSENTIAL DOCUMENT & ACCOUNT INTEGRATIONS: Can you instantly access all of your online financial accounts and important personal documents at any time, from anywhere, especially in the case of an emergency?*
- Yes
- No
- Not Sure
EXECUTIVE COMPENSATIONS: Are you an executive with incentive plans including stock options, supplemental executive retirement plans (SERP), and non-qualified compensation?*
- Yes
- No
- Not Sure
BUSINESS SUCCESSION PLANNING: If you are a business owner, have you created a plan for the transition of your business interest someday?*
- Yes
- No
- Not Sure
HOLISTIC FINANCIAL PLANNING: Would you like a holistic financial plan integrating all of the wealth management issues pertaining to you?*
- Yes
- No
- Not Sure
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CHRISTIAN FINANCIAL ADVISORS

Christian Financial Advisors, previously known as CIS Wealth Management, is headquartered in Central Texas and serves clients nationwide with offices in New Braunfels and Boerne, Texas. Our focus is guiding you toward your financial goals by integrating values based advice into financial planning, retirement planning and investment management.

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Investment advisory services offered through Christian Investment Advisors Inc dba Christian Financial Advisors (previously known as CIS Wealth Management), a Registered Investment Advisor registered with the SEC.

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We Are Closed Today

In observance of July 4th, the markets are closed today so we are unable to accept trades and transactions. Our offices are also closed to allow our staff time to be with their families. We will return to normal business hours on Tuesday, July 6th 2021. Thank you and God bless America!