What To Ask a Financial Advisor

Christian talk radio with Rob West

When it comes to financial advice, Proverbs 15:22 reminds us that many advisers are better than one. FaithFi.com provides a list of Certified Kingdom Advisors (CKAs) to help you find the right financial advisor for your needs. Depending on the type of advisor you are looking for, there are different questions you should ask. For example, if you are looking for a Christian financial planner, you should ask about their experience, licenses, and the financial planning process. If you are looking for an investment professional, you should ask about their investing experience, philosophy, and the types of investments they use. For a tax or estate planning attorney, you should ask about their areas of specialty and complex cases they have handled. For a CPA, you should ask about their practice and licenses. For an insurance professional, you should ask about their biblical worldview, the companies they represent, and their compensation. Additionally, you should ask all CKA professionals about their experience, services, referrals, and reputation.