When you are looking to work with a Christian Financial Planner, I have found that there are many ways to find people that fit the bill. For starters, assumably you could find such a person going to your church, so that’s always a good place to look. If you don’t have a good fit there or don’t like the idea of seeing your financial planner that regularly, there are a few other options.

There are some directories that allow people to advertise for a fee and be listed as a Christian Financial Planner. Or there is even a designation that financial advisors can list after their name that says they are a Kingdom Advisor. Unfortunately, the only true litmus test of someone’s faith is a letter of recommendation by a pastor.

So given the lack of great options, how can you work on finding a Christian Financial Planner that fits your needs? First, talk to your financial advisor that you are interviewing and ask them if they go to church, which one, and find out what they like about it. Many Christian financial planners will often list on their bio if they go to church, so that’s another good place to start.

Next, many people seek out a Christian financial planner because they want to be able to do biblically based investing. Ask your financial advisor if they have any options for you to be able to do that and to help explains the positives and negatives of taking that kind of approach.

As Christian financial planners, we believe in treating our clients from a place of service as Jesus treated those he ministered to. Our financial investing is flexible to support people who want to invest their beliefs, or just have the ability to veto individual companies that they may disagree with their worldview.

At the end of the day, make sure your Christian financial planner understands your needs and desires and can help support you in living out your faith from your investing. At the Cremé Wealth Team we believe in full transparency and empowering people to make the right decision. Please reach out and continue to explore our website to learn about our background and how we help clients blend their goals and beliefs with how they live.

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Southwestern Investment Group

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