Certified Kingdom Advisors®
The value of dedicated biblical financial training.
Our counsel is deeply rooted in our faith and worldview. Our biblical principles provide a foundation that is timeless, transcendent, and effective. We believe we have an obligation to our clients to continuously seek knowledge and support through credible organizations to further our capacity to serve you in ways that align with our values.
As Certified Kingdom Advisors®, we receive professional development and training in the application of biblical principles, as well as community advocacy through a network of Christian financial professionals.
To obtain this designation, our Christian financial advisors complete advanced courses and case studies, are required to submit a letter of recommendation from a pastor and share endorsements from existing clients.
A Certified Kingdom Advisor® demonstrates:
- The ability to apply biblical wisdom in financial counsel
- Technical competence through other professional designation(s)
- Ethical practice through active local church involvement
- Biblical stewardship by pledging they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income
Biblical Principles
- Spend less than you make
- Be prudent with debt
- Build liquidity
- Set long-term goals
- Act like a manager, not an owner
- Give generously
Our membership is another way we strive to provide consistent and wise financial guidance to the families we serve.
Additional Faith-Based Finance Insights
Caring for Aging Family Members
Do you have a plan in place for aging? In this video, the first of a three-part series, Brian Cochran joins care manager Susan Stuart to discuss the importance of getting your affairs in order, how to choose a care team, and how to minimize uncertainty around life’s greatest inevitability.
Preparing Executors and Trustees
Who will be responsible for your money after you die? Is there a plan for ensuring your family is cared for? In this video, Brian Cochran meets with estate attorney Curtis Vernon to discuss the process of naming an executor, simplifying your resources, and deciding who should handle the details of your estate.
Being a Wise Steward of an Inheritance
Inheriting wealth can change your life dramatically. Are you prepared to steward those resources wisely and responsibly? Brian Cochran and Cole Leonida discuss ways individuals can better prepare their family members for a lifetime of healthy money habits, and how young people can ready themselves for the future.
Tax-Planning Tips for the Year Ahead
Now that Tax Day has come and gone, you may be eager to avoid thinking about the topic for a while. If you faced any unexpected tax bills or a lower refund than you anticipated, you may still be reeling from the surprise. But as tempting as it may be to put off tax planning…
The SECURE 2.0 Act and Your Retirement
The SECURE 2.0 Act introduces more than 90 changes to the rules around retirement savings. Many of these changes create opportunities and add flexibility, but they may also introduce greater complexity to your financial plan. With so many new changes set to roll out over the next few years, it’s easy to get overwhelmed. What’s…