As a Christ follower, what should you look for in a financial advisor? A biblical worldview, emphasis on stewardship, eternal money perspective, responsible spending, integrity, competency, and a good reputation.

FPA advisors are well-qualified in terms of education, competency, and ethics. I am a Christian believer, a fee-only fiduciary independent solo CFP®

Technically, a donor-advised fund is an agreement between a donor and a host organization (the fund) that gives the donor the right to advise the fund on how the donor’s contributions will be invested and how grants to charities (grantees) will be made.

Following is a short list of professionals that I know who can help you in several important areas of planning. Please call on them as needed if you don’t already have someone qualified that you work with in each discipline.