[vc_row top=”0px” bottom=”0px”][vc_column css=”.vc_custom_1463675106812{padding-top: 20px !important;}”][vc_single_image image=”4999″ img_size=”full”][vc_empty_space height=”20px”][vc_list_item icon_name=”fa-bookmark” icon_color=”#00517c”]”The plans of the diligent lead to profit as surely as haste leads to poverty.” Proverbs 21:5[/vc_list_item][vc_empty_space height=”20px”][vc_column_text css=”.vc_custom_1467990113359{padding-top: 10px !important;padding-bottom: 5px !important;}”]
The FINANCIAL PLANNING portion of our wealth management puzzle includes a:
[/vc_column_text][vc_separator icon=”fa-puzzle-piece” align=”right” color=”#163463″ iconcolor=”#163463″][vc_empty_space height=”10px”][vc_service icon_name=”fa-edit” title=”COMPLETE FINANCIAL STATEMENT” icon_color=”#8da54f” heading_color=”#163463″]Our Financial Planning process starts first with helping you put together a complete financial statement of all your assets (everything you OWN) and liabilities (everything you OWE).[/vc_service][vc_empty_space height=”10px”][vc_service icon_name=”fa-dollar” title=”COMPLETE ANALYSIS” icon_color=”#8da54f” heading_color=”#163463″]Second, an analysis is completed of your monthly income and expenses.[/vc_service][vc_empty_space height=”10px”][vc_service icon_name=”fa-server” title=”QUESTIONNAIRE” icon_color=”#8da54f” heading_color=”#163463″]Third, a questionnaire is given to determine the areas of financial planning that need to be addressed both immediately and in the future. DOWNLOAD OUR CONFIDENTIAL PROFILE HERE[/vc_service][vc_empty_space height=”10px”][/vc_column][/vc_row][vc_row top=”0px” bottom=”20px” row_show_on=”hide_on_normal_screen,hide_tablet_landscape,hide_tablet_portrait,hide_mobile_landscape,hide_mobile_portrait”][vc_column][vc_column_text]Financial planning is only one aspect of wealth management, but it is one of the most acknowledged pieces. Within financial planning are a slew of other branches, and no one person’s, family’s, or business’ financial situation is the same, and they should not be treated as such! There is not a ‘one size fits all’ scheme when it comes to finances, all of which can mean different things to different people based on age, lifestyle, and family. Therefore, it is important to look at several different aspects of financial planning in order to determine the best life map for you!
This is where Christian Financial Advisors®’s financial planners come into play. We are here to listen and guide you through your financial planning journey. From long term retirement planning and financial statement assessments to budget planning and mortgage debt areas, we strive to cover all of the financial areas.
It can be overwhelming collecting all of this different data and procuring a personal solution for you or your family’s financial planning needs. Therefore, we have a complete breakdown of our 20 financial planning modules available. During the financial planning process, each of these modules are customized for your family’s particular financial situation. With a financial plan in place, you can have confidence in your future![/vc_column_text][/vc_column][/vc_row][vc_row top=”20px” bottom=”20px” bg_color=”#00517c”][vc_column][vc_row_inner css=”.vc_custom_1466444387923{padding-bottom: 30px !important;}”][vc_column_inner][vc_column_text css=”.vc_custom_1466454852829{padding-bottom: 10px !important;}”]
Click on any of the wealth management pieces below to learn more!
[/vc_column_text][vc_separator style=”simple” color=”#ffffff”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Financial Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Ffinancial-planning-in-wealth-management%2F|title:Financial%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Investment Management” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Finvestment-planning-in-wealth-management%2F|title:Investment%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Retirement Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Fretirement-planning-in-wealth-management%2F|title:Retirement%20Planning|”][/vc_service][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Tax Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Ftax-planning-in-wealth-management%2F|title:Tax%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Risk Management” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Frisk-management-in-wealth-management%2F|title:Risk%20Management|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Estate Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Festate-and-inheritance-planning-in-wealth-management%2F|title:Estate%20Planning|”][/vc_service][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Multigenerational Planning” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Fmulti-generational-planning-in-wealth-management%2F|title:Multigenerational%20Planning|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][vc_service icon_name=”fa-puzzle-piece” title=”Planned Giving” icon_color=”#ffffff” heading_color=”#ffffff” link=”url:%2Fservices%2Fwealth-management%2Fplanned-giving-in-wealth-management%2F|title:Planned%20Giving|”][/vc_service][/vc_column_inner][vc_column_inner width=”1/3″][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]