LifeGuide and Kingdom Advisors
LifeGuide Financial Advisors is a participating member of Kingdom Advisors (KA).
LifeGuide’s Partners, Doug and Zak, have both completed the certification process and have been awarded the Certified Kingdom Advisor® (CKA®) designation.
Kingdom Advisors, founded by Ron Blue and Larry Burkett, exists to encourage, educate, and empower Christian financial professionals with biblical wisdom to be effective disciples of Jesus Christ in the marketplace.
Click here for a quick video about money and contentment.
Kingdom Advisors teaches the following financial principles:
- Spend less than you earn
- Avoid the use of debt
- Set long-term goals
- Plan for financial margin
- Give generously
- Pay taxes with gratitude
As Certified Kingdom Advisors®, Doug and Zak have completed the coursework and examination, commit themselves to incorporate biblical principles into their financial advice, and provide evidence of an approved professional designation or have at least 10 years full-time experience in their discipline. In addition, CKAs® agree to espouse and practice the Kingdom Advisors Code of Ethics, by maintaining active local church involvement, and by providing pastoral and client letters of reference. They agree to submit themselves to annual accountability by another Certified Kingdom Advisor® and pledge that they practice biblical stewardship in their personal and professional lives and by regularly giving in proportion to their income.
Kingdom Advisors offers the following guidlines to help you assemble your team of advisors. (Financial Advisor, Attorney, CPA, and Insurance Professional) What qualifications and attributes should you look for? What questions should you ask?
Here are a few of the questions that KA recommends you ask when interviewing financial and investment advisors:
- Do you do comprehensive financial planning?
- Do you work for an insurance company, investment company, or a broker-dealer that manufactures insurance or investment products?
- Are you compensated by fees, commissions, or both?
- What is your process and how many times will we meet?
- How many clients do you have?
- Do you think that it is good to pay off my house by retirement?
- What professional certifications do you hold?
- What is your investment philosophy?
- Once you have invested client assets, how do you monitor investment performance?
- How do you integrate a Biblical worldview into your investment philosophy?
- What types of investments do you use? Load or no-load mutual funds, ETFs, Stocks, Bonds, and Annuities?
- How and how often do you communicate with your clients?