When it comes to investments and financial planning there are plenty of fish in the sea. So how does a young family with growing kids, a blossoming business and a heartfelt faith choose where to establish this essential relationship? It’s all about what those fish offer and how the partnership can benefit those involved, as well as the community beyond.
What We Looked For in a Financial Firm
My husband and I are natural savers (just look in our closets and under our bed to get an idea of what I mean). We have a conservative view of finances and like to set goals, but we aren’t especially interested in watching the markets or reading through stacks of prospectuses. What we needed was a teammate to help us along the way.
After years of working with insurance agents we had never actually met and trusting our future to financial firms that changed shape every few years, we were on the prowl for something else. Was there someone in the gigantic world of investing, insurance and financial planning that actually cared about more than profits, share prices and brokerage fees? Could we find a professional that felt the same way that we did about stewardship, responsibility and provision? Did it really matter where we tucked our money away each month or could it be doing more than we even imagined possible?
Enter our FaithLife Financial rep.
From our very first visit together on through assessments, planning, updates and even casual correspondence, we have always felt valued by the FaithLife team. It was obvious this firm was unique. And as we delved deeper into the values, commitments and mission of FaithLife Financial we were nothing but amazed and grateful at our discoveries.
Here is a company that isn’t hoarding earnings for board members and execs, but is supporting local, national and international charities with their profits. Here is a staff that genuinely enjoys building a relationship with their customers, reaching out with a helping hand and working hard to create a firm foundation of trust. Here is a company that works with what we have and helps us to reach goals in a manner that suits our faith and personalities.
Would it be too much to admit that we even look forward to hearing from the FaithLife staff, instead of groaning at the thought of a semi-annual meeting?
Maybe it’s the mother in me, but I love the fact that our financial firm is involved with programs supporting needy children around the world. I love that FaithLife is active with local churches and international movements alike, that they offer quiet support to pastoral staff and biblical-based education to congregations and groups across the country. I love that I can find them in the spotlight and behind the scenes, always tirelessly working for and with their members.
My family’s relationship with FaithLife Financial is team-oriented, just as it should be. I truly feel like a member, instead of just an account number or customer profile.
Although there’s plenty of sharks in the financial industry sea, my husband and I are truly grateful to have found ourselves in the school of fish with FaithLife Financial. It continues to be the right choice.