We believe in transparency.
Our fee schedule is simple and transparent so that you can feel at ease about working toward your financial goals. We believe that you shouldn't have to worry about hidden fees and commissions so that you can focus on stewarding God's resources.
OUR SERVICES
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Together, we will look at your entire financial picture to align it with your values. We will assess your retirement plan, estate plan, education plan, insurance, and taxes to create a comprehensive financial plan and set goals to work toward together.
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Stewardship is the concept that ultimately everything we have is a gift from God and belongs to God. We are called to share our resources and manage them prudently. Give generously of your time, your talents and your money.
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St. (Mother) Theresa famously said to “give, but give until it hurts.” Donating from your monthly income sources is certainly an appropriate way to donate funds, but it is not the only way. As you amass assets there are other ways to give to charity that may also provide greater tax benefits.
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We primarily work with clients that do not want to manage their own investments, so we provide a way to take that job off your plate. We will discuss how much risk you are willing and able to take and select a model portfolio that aligns with your risk and goals. We will take care of getting the money invested and make rebalance adjustments over time so you can live your life and not stress about your investments
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Did you know there are mutual funds and ETFs out there that can screen out companies derive a large amount of revenue from things such as abortion, contraception and pornography? We have access to funds that follow the USCCB guidance on morally responsible investing.
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Continually updating your financial plan is necessary as your life changes. At our annual meeting, we’ll discuss any changes that need to be made to your portfolio, your goals, and your overall financial plan.
OUR PROCESS
INTRODUCTION
Start by scheduling a complimentary 15-30 minute introductory call where we can get to know each other and decide if working together makes sense.
DISCOVERY
We’ll meet for a one hour discovery meeting where we focus on your needs, concerns and goals. This allows us to understand your unique needs and objectives.
CONSULTING
Once the initial planning is completed, we’ll meet twice a year to help keep you on track to reach your goals and supplement those meetings with calls and emails as needed.
EXPLORATION
We’ll collect the necessary information to organize your financial life and facilitate a 90 minute discussion about your current financial status and your future.
PLAN DELIVERY
We’ll review planning strategies and commit to implementing the top 1 or 2 recommendations as soon as possible in a one hour plan delivery meeting.