Christian Financial Planning
Aligning Your Finances with Your Faith
What Is Christian Financial Planning?
Faith as the Foundation of Financial Wisdom
At Cremé Wealth, our Christian financial planner in Plano helps clients align their financial goals with biblical values. Faith-based financial planning means applying timeless principles—stewardship, honesty, generosity, and discipline—to modern financial decisions.
We believe financial success is about more than accumulating wealth; it’s about using what you’ve been entrusted with wisely. Whether that means planning for retirement, managing debt, or building a charitable legacy, every decision is grounded in purpose and integrity.
Cremé Wealth welcomes clients of all backgrounds. For those seeking a faith-based approach, we can integrate prayer, Scripture-inspired guidance, and Christian ethics into every stage of the planning process.
Invest in Alignment with Your Beliefs
Through biblically responsible investing, Cremé Wealth offers portfolios designed to reflect Christian values. These investments are screened to avoid industries that conflict with faith-based ethics and may include companies that promote positive values such as community, stewardship, and compassion.
Our team educates clients on how these portfolios work—balancing return potential with alignment to personal convictions. It’s an opportunity to let your investments reflect not only your financial goals but your faith-driven values.
*There is no guarantee that faith based investing will improve risk-adjusted returns, lower portfolio volatility over any specific time period, or outperform the broader market or other strategies that do not utilize these principals when selecting investments. Faith based investing may limit investment opportunities available to a portfolio.
Building a Legacy of Stewardship
Christian financial planning begins with stewardship—the belief that everything we have is entrusted to us. At Cremé Wealth, we help clients live generously while maintaining long-term stability. From reducing unnecessary debt to creating a structured giving plan, our approach helps ensure your finances reflect both wisdom and purpose.
We also assist with charitable giving strategies, helping clients create donor-advised funds, support ministries, or plan bequests that continue their legacy of generosity for generations to come.
Why Work with a Christian Advisor
Guidance Rooted in Shared Values
Choosing a Christian financial advisor means working with someone who understands how faith influences financial decisions. Clients often seek advice on tithing, giving, or aligning financial priorities with spiritual convictions. Cremé Wealth provides professional, fiduciary advice through a biblical lens—balancing practical planning with moral clarity.
You can expect transparency, honesty, and respect for your beliefs in every conversation. Our goal is to help you manage your resources in a way that honors both your family and your faith.
Inclusivity Note
Serving Every Client with Integrity and Respect
While Cremé Wealth’s values are grounded in Christian principles, we welcome clients of all faiths and backgrounds. Our commitment to ethical, fiduciary service remains the same for every person we serve.
Integrity, compassion, and excellence define our approach. No matter your beliefs, you can expect thoughtful, values-driven guidance designed to help you reach your goals.
Common Questions About Faith-Based Planning
How is a Christian financial planner different?
We integrate biblical principles into financial planning—such as stewardship, contentment, and generosity—while maintaining a professional, fiduciary standard.
Do I have to be Christian to work with you?
No. We welcome all clients. Our firm’s approach is based on Christian ethics but serves anyone seeking honest, responsible financial guidance.
What biblical principles guide your approach?
We draw from principles such as living within your means, avoiding excessive debt, and giving generously to those in need.
Will you only recommend Christian investments?
Only if you request it. Otherwise, we select investments based on your preferences, always upholding ethical and fiduciary standards.
Next Steps in Faith & Finance
Start a Conversation About Your Values and Goals
Your financial plan should reflect who you are—both in values and vision. At Cremé Wealth, we help clients across Plano, Frisco, and McKinney connect their faith with their finances through practical, purpose-driven strategies. Whether you want to explore faith-based investing or simply work with a Christian advisor who understands your priorities, we’re here to listen and help.