FELLOWSHIP FINANCIAL PLANNING

WHAT DO WE DO?

WHAT WE DO

We design and implement personalized plans for professionals, educators, and families aimed at tax efficiency, preserving resources, and harnessing opportunities.

Our financial planning process will help you clarify your financial goals, educate you on your options and strategies, analyze your current position, design a customized blueprint of your future, implement effective strategies, and review to adjust to life changes.

Kingdom Advisors trains the Christian financial professional to integrate biblical counsel with financial counsel.  Certified Kingdom Advisors® (CKA®)have been through intensive training which equips them with the skill to integrate biblical wisdom – which is transcendent wisdom – into the financial aspects of a family’s life, while making sense of the world’s view of finances today.*

*Currently two of our investment advisor representatives have obtained the CKA®designation.  To become a CKA®, applicants must have certain approved degrees or certifications, such as JD, CPA, CFP, ChFC, and CPA, or 10 years of experience in their designated field. All candidates must sign a “Statement of Faith” and obtain a letter of reference from pastor or member of pastoral staff.  They must also complete the CKA® educational program, which includes coursework on faith-based financial planning, and pass the CKA® exam.

FELLOWSHIP FINANCIAL PLANNING

WHY WE’RE DIFFERENT

WHY WE’RE DIFFERENT

Independence

You get advice directly from us, not from third parties. We do our own client-centered and unbiased financial planning and wealth management.

Portfolio  Management

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Financial Planners

When creating a financial plan, we look at everything that brings together your life story: family, community, values, your goals, and your assets.