✺ Frequently Asked Questions ✺

At Fidelis Financial, financial planning isn’t just about numbers, it’s about aligning your money with your values. I provide Biblically aligned financial planning and investment management, helping Christian families and business owners steward their resources with clarity and purpose.
Unlike many advisors, I don't recommend investments that contradict Biblical principles. I also operate independently, as a fiduciary, and take on a limited number of clients to ensure each person or family receives personalized, high-quality service. Whether you’re planning for retirement, growing a business, or simply wanting to invest with integrity, I’m here to walk with you every step of the way.
Our first meeting is a casual, no-obligation conversation designed to understand your financial goals, concerns, and questions. We’ll discuss:
- Your current financial situation and key priorities
- What’s important to you when it comes to money and investing
- How I approach financial planning and investment management
- Whether we’re a good fit to work together
This meeting typically lasts one hour, and you’ll leave with a clearer understanding of your next steps. Feel free to book a time that works for you. Schedule a Meeting.
For your convenience, we can meet in the comfort of your own home, at your office, in a private conference room, or through a video call.
Yes, many of my clients came from a previous advisor, and it's easy to switch.
Ask them and find out.
Unfortunately, many advisors aren’t educated on ethical investing, even advisors who work for Christian aligned companies. They will often give answers like, “that doesn’t matter,” or “sure I am” without showing you what specific companies they invest in.
If you’d like to find out, I can show you an “ethical audit” of your investments to ensure you’re investing in the types of companies you want to support.
I’m still happy to work with you, but I won’t compromise my investment approach. With the partnership of Inspire Advisors, my investment approach is designed to perform similarly to comparable non-screened strategies with similar risk levels. Reach out and I’ll show you the data so you can see for yourself.
Yes, I am required by law to make recommendations that are in your best interest.