In this episode of The Kingdom Finance Show, CERTIFIED FINANCIAL PLANNER™️ Chad Frantzen talks about the intricate seven-step process offered by WealthBuilders Investments, that focuses on asking questions that dig deep into your desires and fears. In part two of a two part series titled “Inside Kingdom Wealth Advising”, we learn how to tackle the constraints holding back your financial growth and why effective communication is vital for a successful journey. Last, we define how working with a Kingdom-focused financial advisor is an ongoing, collaborative process centered on patience and education.
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Disclaimer:
This material is provided by Authentic Counsel, LLC (“Wealthbuilders”). The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual client. The information contained herein has been derived from sources believed to be accurate. Please note: Biblically Responsible Investing (“BRI”) involves, among other things, screening the investment universe for companies that fit within the goal of investing in companies aligned with our clients’ biblical values. Such screens may serve to reduce the pool of high performing companies considered for investment. Investing involves risk. BRI investing does not guarantee a favorable investment outcome. Wealthbuilders has conducted due diligence for its Biblically Responsible Investing process and proudly serves as each client’s advocate using our proprietary BRI screening. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. This information should not be construed as investment, tax, or legal advice and may not be relied on for the purpose of avoiding any Fed...
