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Just so you're aware, our firm only offers Biblically Responsible Portfolios for our professional investment management, regardless of your own personal beliefs. As Jesus said in Matthew 12:25, "...A house divided against itself will not stand."
With that in mind, and in order to connect you with the right advisor, can you please tell me how much you're looking for our firm to actively manage for you?
Great! Financial Planning is $349 per hour and the initial session is booked for one-hour. I can send you the link to schedule a Financial Planning Session via email, text or both. What would you prefer?
Link to send: https://cfa.lc/matthew-fps
My apologies but this phone line is just for assisting in very basic questions or in getting you connected to our online scheduler. Would prefer I send you the link via email or text?
Link to send: https://cfa.lc/don-fps
Great, I'd love to get you scheduled for a Financial Advisor Consultation or, if you prefer, I can send you the link after our call.
My apologies but this phone line is just for assisting in very basic questions or in getting you on the official schedule to talk with one of our advisors. Would you like me to walk you through the questions we need to schedule your appointment or would you prefer I send you the link?
Sure, I'd be happy to help you with that. I'll just need to ask you a few questions to assist the advisor in preparation for your appointment. We also collect a $50 deposit via debit or credit card to secure the timeslot. We only charge that if you miss the appointment or don't cancel 2 business days in advance.
Link to schedule: Click here to schedule or copy/paste the following into a new tab: https://spinupwp.christianfinancialadvisors.com/meet/new/
Sure, I can send you the link via email or text message! I'd also be happy to stay on the call until you confirm you've received the link (whether text or email).
Link to send: https://cfa.lc/new
Oh, ok, then you'd be a great fit for our Tier Genesis service offering. I'd be happy to send you the link after this call for you to learn more or to sign up for updates on when we launch this new service offering. We don't have an official ETA yet of when we'll be lauching it.
Sure, I'd be happy to help you with that. Would you like me to text or email that to you? If email, what's your email address, otherwise, what number would you like me to text?
Link to send: https://spinupwp.christianfinancialadvisors.com/services/tier-genesis/
My apologies, but we do not offer complimentary, one-on-one meetings with our advisors for households with less than $100K in investments. If you would like to meet with an advisor on what is right for you, then I can send you a link to schedule a Financial Planning session which is $349/hour. Otherwise, you can learn more about our Tier Genesis offering for free on our website, which I can send you a link to after this call. We know a lot of Christians want to work with a Christian investment management firm, but, as you can understand, our business does have to remain profitable in doing so. That is why we developed our Tier Genesis offering to give Christians access to our professional investment management and, if needed, a paid hourly support option.
My apologies, but this line is only to assist with basic questions, or direct you to the right place on our website to learn more. We know a lot of Christians want to work with a Christian investment management firm, but, as you can understand, our business does need to remain profitable in doing so. That is why we developed our Tier Genesis offering to give Christians access to our professional investment management and, if needed, a paid hourly support option.
