Faith-Based Financial Planning | Certified Kingdom Advisor®

Faith-Based Financial Planning with a Values-Based Approach

At Terrier Financial Group, we understand that money decisions are closely tied to personal beliefs, family priorities, and long-term purpose. For clients who want their financial strategies to reflect their faith, we offer a values-based approach to financial planning that blends biblical principles with professional guidance.

As an active member of Kingdom Advisors, our team is part of a national community of financial professionals committed to thoughtful stewardship, ethical practices, and ongoing education. This allows us to support clients who want faith to be part of the conversation while still maintaining a practical, goal-driven planning process.

What Values-Based Financial Planning Looks Like in Practice

Values-based financial planning is not a separate product or program. It is a way of approaching financial decisions with intention and alignment between what you believe and how you plan.

In practical terms, this may include conversations around:

How your faith and values influence your financial priorities
Creating financial strategies that support family, generosity, and long-term security
Evaluating investment choices through both financial and personal lenses
Planning for legacy, charitable giving, and estate considerations
Balancing growth goals with responsible stewardship

Each client’s plan is customized, and you always decide how much personal or faith-based perspective you want included in your financial planning discussions.

A Flexible, Client-Centered Approach

We serve clients with a wide range of beliefs, backgrounds, and financial goals. Our role is not to prescribe values, but to listen carefully and build financial strategies that align with what matters most to you.

For some clients, that means incorporating faith-aligned principles into financial decisions. For others, it means focusing strictly on financial objectives. Either way, our planning process remains rooted in:

Clear communication
Thoughtful recommendations
Long-term relationship building
Respect for each client’s individual priorities

Learn More About Kingdom Advisors

To learn more about the organization that supports faith-based professional development for financial advisors, visit:

Kingdom Advisors