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Do you remember your first job interview? You were so excited, that you ironed your clothes the night before, you arrived at the meeting 30 minutes early, and you spent your time in the lobby reviewing your resume and the job description.
After a 30 minute conversation about your experience with the hiring manager, he looks at you and asks, "Do you have any questions for me?"
You politely smile, say no, and exit the office, hoping for a phone call back.
Hiring a Christian Financial Advisor is NOT like hiring an employee.
Without asking any follow up questions, you may still get the job.
But if you your financial advisor doesn't ask you some of these top questions, you may want to find another candidate:
How do you make financial decisions?
What changes do you see occurring in your life in the next 5, 10, and 15 years?
What has been your experience with financial advisors?
If you could describe your perfect advisor, what would he or she look like?
When a Christian Financial Advisor asks you these questions, you know that they care about you and your experience, not just about their pockets.
Remember, just because someone has the same exact amount of money, doesn't mean they make decisions the same way.
One may consult a spouse.
Another may consult a parent or business partner.
But knowing how they make decisions, their major concerns for the next few years, and their prior experience all contribute to how well a financial plan can be created.
Tune in to hear the fifth and final key question your Christian Financial advisor should ask you which should guide you toward informed financial decisions and financial success.
Also be sure to check out 16 Frequently Asked Questions TO a Christian Financial Advisor, to understand what other Christian investors like you are asking.
Key Takeaways:
Understanding Decision-Making:
Knowing how you make financial decisions empowers you and your advisor to make choices aligned with your preferences.
Forecasting Life Changes:
Anticipating life changes over the next 5, 10, or 15 years aids in financial planning, ensuring your investments support your evolving needs.
Prioritizing Non-Financial Goals:
Identifying your most important non-financial goal enables you to align financial strategies with personal aspirations.
Evaluating Past Experiences:
Reflecting on past experiences with financial advisors informs present decisions, steering away from or towards similar approaches.
Embracing Divine Timing:
Trusting in God's timing fosters patience, encouraging efficiency over urgency in pursuing goals.
Quotes:
"Surround yourself with those seeking the truth and run away from those who said they found it."
"Success is not the accumulation of wealth, but the ability to fund the things we want to do in life."
"To beat the illusion of time, you must give your best to everything you do and use your time efficiently."
Episode Summary: In this enlightening episode, we delve into essential questions your financial advisor should pose, exploring decision-making styles, life forecasts, personal goals, past experiences, and embracing divine timing. By understanding these aspects, you can navigate financial planning with clarity and purpose.
Keywords:
Financial advisors
Decision-making
Life changes
Non-financial goals
Divine timing
Reflection
Planning
Forecasting
Trust
Patience
Reflect on the key questions discussed in this episode and engage with your financial advisor to ensure your financial strategies align with your values and aspirations. Trust in divine timing and embrace patience as you pursue your financial goals.
Prayer:
Gracious Lord,
As we gather today, we offer our gratitude for the abundance you bestow upon us. Thank you for guiding us through the journey of financial stewardship, illuminating our path with wisdom and discernment.
Grant us the strength to discern our financial decisions, understanding our unique approaches to money management. Help us embrace the changes life brings, anticipating them with faith and readiness.
May we prioritize our non-financial goals, aligning our earthly pursuits with our eternal aspirations. Grant us the grace to learn from past experiences, shaping our present choices with humility and insight.
In moments of uncertainty, remind us of Your divine timing, instilling in us the patience to trust Your plan. May we surrender our worries and anxieties, knowing that You hold all things in Your loving hands.
Bless our financial advisors with wisdom and discernment, that they may guide us on the path of financial stewardship with integrity and compassion.
As we journey forward, may we walk in faith, trusting in Your provision and embracing Your divine timing in all aspects of our lives.
Amen.
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About Financial Advisors Say The Darndest Things Podcast:
As Christians, we were taught to be good stewards over our tithing and giving to the less fortunate. But when it came to our personal finances and investing we were left clueless on what the Bible says. What does the Bible say about managing debt, leaving a legacy, investing, and planning for your retirement? Mr. Christian Finance answers these and many other questions because we want to teach you how to become rich and righteous!
Meet A.B. Ridgeway:
A.B. Ridgeway, MBA, CPWA®️(info@abrwealthmanagement.com) is the owner and Christian Financial Advisor with A.B. Ridgeway Wealth Management. With a decade in the finance industry, his goal is to give believers clarity around the most confusing topic in the Bible, money, and tithing. A.B. Ridgeway helps tithing Christians become cheerful givers but unlocking their money-making potential, so they can prosper and be the great stewards of the wealth God has entrusted them with.
*Disclaimer: This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. This is strictly for information purposes. We recommend you speak with a professional financial advisor.
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