7 Questions for your Financial Advisor

Evaluate your Financial Advisor’s ability to guide you to become God’s steward investor by investing in Pro-Active Values Investments.

 

Here are 7 questions to help you determine whether your current advisor is equipped to guide you to become God’s steward investor by investing in Pro-Active Values Investments.

Question 1: Should Christian Investing be Different from secular investing?

Question 2: What is your methodology?

Question 3: Can you give examples of how you have helped others invest in Great Commission businesses?

Question 4: Can I use my IRA or 401(k) to invest in pro-active values investments?

Question 5: How can traditional investments be harmonized with missional business investments?

Question 6: How can I balance my investment needs and my responsibility to invest for God’s kingdom?

Question 7: Have you personally invested in missional businesses?

(This button takes you to our sister site, Steward Advisors Group.)