Why do I need a Financial Advisor?

A financial advisor can help ensure your money is working effectively to move you toward your financial goals. We can even help you determine appropriate financial goals to support the life you want to live.

From budgeting and cash flow management to retirement and estate planning, a financial advisor can help keep you on track and plan for both expected and unexpected life events.

Most people believe financial advisors are simply stock brokers, or someone who only helps with investing. While investing is a tool used to grow money over the long-term, it isn’t the only tool. A financial advisor not only looks for ways to help you reach your goals, but also identifies potential roadblocks that should be addressed to increase the probability of success.

And yes, the investment side is important. Financial advisors will visit with you about the risks of the markets and help determine how much risk you are willing, or need, to take in order to reach your goals. Time horizons, asset allocations, passive versus active management, re-balancing, and aligning your investments to your faith or values all come into play.

Ensuring you stay focused on your long-term vision is important. Markets move up and down and volatility can make us nervous. Making a plan and sticking to it can often be the difference.

Why Faithful Financial?

We enjoy working with Christians and those who want to align their finances to their faith. Because we follow biblical principles to finances, anyone can benefit from our services.

Why a Christian Firm?

We want to ensure that everything we do brings glory to God. This begins by seeking first His Kingdom and His righteousness and extending these efforts to like-minded believers.

How do you do it?

We apply biblical principles. The Bible talks a lot about how we should handle our finances. We offer faith based investing options, including biblically responsible investing (BRI) and impact investing, to those seeking to honor God with their investments.

What is biblically responsible investing?

The Christian Investment Forum defines Biblically Responsible Investing, or BRI, as an investment decision making process that applies Christian values. Read a more robust description here.

Important Disclosures
Faithful Financial LLC is a registered investment advisor.