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Faith-Based Practice

Biblically Responsible & Faith-Based Practice

ClearVista Financial integrates faith-based practices into our financial services, providing a unique approach that combines financial professionalism with values-based and spiritual principles. This approach resonates with our clients who seek more than just financial growth, aiming for a holistic and value-driven financial journey.


Here are key ways ClearVista Financial applies our faith-based practices to financial services:

    Principles of Stewardship    

At ClearVista Financial, we emphasize stewardship, a fundamental principle in Christianity that calls for responsible management of God's resources. This involves creating budgets, reducing debt, and making prudent financial decisions that honor our faith. By promoting stewardship, ClearVista Financial helps our clients achieve financial stability and independence while staying true to their spiritual values.

    Values-Based Investing    

ClearVista Financial prioritizes ethical investment strategies that align with Christian values. This means avoiding investments in industries that conflict with our faith-based principles, such as gambling, tobacco, and certain forms of entertainment. Instead, we focus on supporting companies that demonstrate ethical business practices, stewardship, and social responsibility. This approach ensures that our clients' investments contribute to positive societal impacts while still achieving financial goals.  

    Financial Education    
ClearVista Financial strongly emphasizes educating our clients about sound financial principles, which is in line with the Biblical encouragement to seek wisdom and understanding. Through workshops, seminars, and personalized consultations, we help our clients make informed financial decisions.  
        
    Charitable Giving and Philanthropy    

Generosity is another cornerstone of our practices at ClearVista Financial, inspired by the Biblical call to support those in need. Our advisors assist our clients in charitable giving and philanthropy, encouraging them to share their wealth as a reflection of their faith.            

    Community Involvement    

Beyond individual financial services, at ClearVista Financial, we actively participate in community development and outreach programs. We support various faith-based and community initiatives, contributing time and resources to help those in need. This involvement reflects our commitment to living out our faith through service, further reinforcing our values in the broader community.            

Check the background of this firm/advisor on FINRA’s BrokerCheck.