✺ Frequently Asked Questions ✺

At Fidelis Financial, I provide purpose-driven investing and comprehensive financial planning designed to support your goals while respecting your deeply held convictions. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Kingdom Advisor®, I bring both technical expertise and a values-based perspective to areas like retirement income planning, tax strategy, and long-term financial decision-making.

I combine detailed financial planning with Biblically responsible investment management, helping families and business owners steward their resources with clarity and purpose.

I operate independently as a fiduciary, maintain transparent and straightforward fees, and take on a limited number of clients to ensure each person or family receives personalized, high-quality service.

A CERTIFIED FINANCIAL PLANNER® professional has completed rigorous education, passed a comprehensive exam, and meets ongoing experience and ethical requirements to provide financial planning advice.

The CFP® designation focuses on key areas such as retirement planning, tax strategy, investment management, and estate planning. It also requires advisors to act as fiduciaries, meaning they are legally and ethically obligated to act in their clients’ best interests.

For clients, this means you’re working with someone who is committed to both technical excellence and a high standard of care.

A Certified Kingdom Advisor® (CKA®) is a financial professional who has completed specialized training in Biblically responsible financial advice, including stewardship, values-based investing, and integrating faith into financial decision-making.

For clients, this means your financial plan is not only technically sound, but also aligned with your Christian values.

Yes, I am required by law to make recommendations that are 100% in your best interest.

I believe in keeping fees simple and transparent so you always understand what you’re paying and why.

Depending on your needs, I offer:

• Stand-alone financial planning for a clear, one-time fee

• Ongoing investment management and financial planning for a percentage-based fee on assets managed

• Insurance products, only if they fit the needs of your financial plan

My goal is to align my incentives with yours, so as your financial life grows and improves, we both benefit.

Before we begin working together, you’ll have a clear understanding of all costs involved, with no hidden fees or surprises.

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 at my office, in the comfort of your own home, at your office, 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 a “moral audit” of your investments to ensure you’re investing in the types of companies you want to support.

I believe you should be informed about what your investments are supporting. The vast majority of my clients invest in Biblically responsible investment models. However, if after seeing the moral exposure of your portfolio, you would still rather invest in secular models, I will honor your decision. With the partnership of Inspire Advisors, my Biblically responsible 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.