Women control more wealth than ever—so how do you find an advisor who listens, explains clearly, and shares your values?
According to McKinsey & Company, by 2030, women are expected to control nearly two-thirds of U.S. assets—around $30 trillion. With that kind of stewardship comes both opportunity and responsibility. Today, Sharon Epps joins us to share five simple practices that women should expect from their financial advisors.
Sharon Epps is the President of Kingdom Advisors, FaithFi’s parent organization. Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise.
Key Practices Every Client Should Look For
When it comes to choosing a financial advisor, women don’t need a different standard—they simply need the right standard done well. At Kingdom Advisors, we train Certified Kingdom Advisors (CKAs®) to integrate biblical wisdom into their practices while also serving clients with excellence and care.
If you’re interviewing an advisor, here are five practices to watch for. These principles will help you find someone who not only understands finances but also values clarity, empathy, and shared purpose.
1. Clear Terminology
Financial jargon can be overwhelming. Terms like RIA or CFP® often make sense only to industry insiders. A good advisor should be able to pause, explain concepts in everyday language, and use analogies that make complex ideas easier to understand. Look for someone who welcomes your questions and ensures you truly understand the path forward.
2. A Warm and Welcoming Environment
We often say to “light a candle”—not literally, but figuratively. The goal is to create a space that feels safe and welcoming, rather than intimidating. Just like hotels offer warm cookies to make guests feel at home, a thoughtful advisor will create an environment where you feel respected and comfortable.
3. Transparency in All Things
An advisor has a fiduciary responsibility to be transparent—but the best ones go beyond compliance. They openly share how they are compensated, outline every fee on paper, and invite accountability. As a client, don’t hesitate to ask where you can see these details clearly documented.
4. Interest in More Than Money
We teach advisors to “use a magnifying glass”—to look beyond the numbers. Money is simply a tool to help you fulfill God’s calling on your life. A trusted advisor should ask about your values, dreams, and purposes—not just your portfolio. That’s why the CKA® designation is so important: it connects you with advisors who share your values and can integrate them into financial decisions.
5. Developing God’s Heart for the Whole Person
The most important practice is what we call whole-person care. Advisors aren’t just money managers—they’re disciple-makers. They should walk alongside you and your family in prayer, through significant life transitions, and in building unity between spouses. Women’s voices should be heard and respected just as much as men’s in every financial conversation.
Our prayer is that these five practices give you confidence as you search for the right advisor. You deserve clarity, empathy, and values that align with your faith.
If you’d like to find a Certified Kingdom Advisor in your area, visit FindaCKA.com.
On Today’s Program, Rob Answers Listener Questions:
- Back in 2018, my home insurance company agreed to replace my roof. In 2020, contractors found I also needed new decking, and an insurance employee told me they’d cover it once the work was finished. Now the company is threatening not to renew my policy unless I replace the roof at my own expense. How can I get them to honor their commitment?
- My dad passed away over a year ago, and my mom is trying to qualify for Social Security benefits. The issue is that my dad didn’t have 40 credits, and neither does she. Is there any way their credits can be combined so she can meet the requirement?
- I heard about a provision in a new bill that allows accounts to be set up for children. Is it true that the government will put money into accounts for kids born in the next few years? If so, how would I participate?
- I’d like to encourage my two adult children to start investing in Roth IRAs. Where can they open accounts with low fees, especially since they’ll only be making small contributions at first?
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