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Certified Kingdom Advisor (CKA®)
Advisors at our firm that have taken the time to become CKA designated, align client long-term financial planning and investments, with their values and beliefs.
Advisors guide you in your most important and complex financial decisions. A Certified Kingdom Advisor (CKA®) is trained to share the Bible’s wisdom that may provide additional context to help you make the best decision for your situation.
Trust that the solutions, strategies, or investments are aligned to your financial goals but also more importantly, honoring your values and beliefs.
We want to see our clients grow their wealth but we recognize that many feel called to higher purposes for their money. Our goal is to help our clients give generously as a key part of our counsel.
We want to be known for helping our clients make wise financial decisions. To do that we use a typical financial planning perspective and then allow biblical wisdom to act as an additional filter for wisdom and insight. Most advisors will leverage tools and technology for their financial planning and asset management. Our advisors with the CKA® designation have taken the time to understand how the Bible has wisdom for every area of finances and how it may help each client with their next decision.
Clarity to our counsel: If you are looking for a firm that will help simplify your important or complex financial decisions, we look to build lifelong relationships with our clients. We want to help them manage their wealth wisely. Rather than sell you a product, we look to help you maximize every aspect of your wealth.
As Certified Financial Planning Professionals, we take a comprehensive and tailored approach to optimize each aspect of your financial life. As Certified Kingdom Advisors, we help our clients integrate Biblical wisdom and their faith into each aspect of their financial life. Together, these two specialties help us deliver the core vision at Box Financial.
Our Vision: To help clients solve complex financial planning decisions with simplified solutions and time-tested long-term strategies, all while integrating Biblical wisdom.
Our Philosophy: Financial Planning based on a stewardship perspective.
