Ben (41) & Sophia (40) get overwhelmed when it comes to thinking about their finances.
They are looking to hire a financial advisor to be their household CFO and take the weight off their shoulders. The first advisor they interviewed suggested they stop tithing and save more for retirement. They feel conflicted about this advice and are searching for an advisor that shares their same Christian values.
Key Concerns: • How much money do they need to retire? • Will it always be enough? • Design and implement a giving plan. • Be able to give generously and tax-efficiently. • Desire to make a kingdom impact with their finances.