Catholic Financial Planning
We help clients trade fear for prudence, greed for generosity, and short-term noise for an eternal focus.
We do this through comprehensive planning, a cash flow operating system, and customized portfolios to screen out investments that go against what we believe.
We believe in conviction over location. In our digital age, we work virtually with clients who share our values, wherever meeting in person isn't practical.
Meet our Specialist, Jerod Frank
Jerod has been in financial planning for ten years. About four years into this career, Jerod and his wife both came into the Catholic Church together. That started him on a journey to study how to handle money and wealth as a Catholic. Jerod's goal is to help his clients manage their God-given resources in a manner that aligns with what we believe.