Personal Financial Planning
Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning Modules that cover the most common issues one encounters, but we also handle unique situations.
We look at all areas of your finances to help you create a plan based on your personal circumstances and the dreams that you want to achieve. Next, we give you actionable steps to help make your dreams a reality. We are there along with you as your advisor, guide, and coach the throughout the entire process.
We also offer our Christian Financial Advisors System as a hands on tool for your personal financial planning. Not only can you view your investment account balances with us, but you can also create a complete picture of your financial situation, quickly generate numerous financial reports, create and manage a budget, and store your most important documents in one secure, easily accessible location and more.
If you are not taking advantage of our financial planning services or our Christian Financial Advisors system, contact us to set up a meeting to begin your plan!
Check out other articles from our September 2016 Newsletter
Personal Financial Planning
Financial planning is a key part of wealth management and a service offered to our clients as a benefit of doing business with Christian Financial Advisors.
Planning For Retirement
Did you know that Christian Financial Advisors offers a variety of services when it comes to retirement planning? Learn more about these services!
Investment Management
We work hard to tailor the most appropriate portfolio strategies to our clients’ situations without using a “one size fits all” approach.
BRI – How It Is Just Like Voting
Learn more about Biblically responsible investing and how it is similar to the way that we choose to vote.
Tips & Tricks From Athena
See what financial tips and tricks our favorite chocolate lab has to offer when it comes to advice on saving!
The views expressed represent the opinion of Christian Financial Advisors®. The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Christian Financial Advisors® believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Past performance is not indicative of future results. For any discussion of equity securities: Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. For any discussion of taxes: Christian Financial Advisors® does not provide tax advice and encourages you to seek guidance from a tax professional.