The Drexel Day Difference

helping Catholics invest in their faith

As a Catholic, you look at money differently: it’s not your own, but rather a gift from God to be used with prudent discernment.

And you need a financial advisor who views it the same way.

At Drexel Day Financial, you’ll receive financial advice from a faith-based, non-judgemental perspective – because I share your same values and can help you chart a course towards God’s future.

Financial Advising and Planning

with your morals in mind

You know that God has a plan for your life – including your finances – but you’re not quite sure what that plan is or how to discover it.

Maybe you’re trying to save for Catholic school or retirement and seeking investments that will pay dividends fiscally and faithfully. Perhaps your work in ministry is fulfilling spiritually, but not financially, and you’re struggling to manage your money prudently while continuing to pursue your vocation.

Like the poor widow who gives her last two coins to the Lord, no matter what your financial situation, we can help you uncover God’s plan for your finances so you can give it back to Him freely and totally.

Our Core Values

AUTHENTICALLY CATHOLIC
<p>As a Catholic financial advisor, my passion is helping other Catholics eliminate financial barriers to living out their vocations. That's why all of the services are aligned with the USCCB's guidelines for investing your money morally.</p>
PEOPLE OVER PRODUCTS
<p>Other financial advisors are tied to specific products, which means they can only recommend certain solutions. I am not affiliated with any particular agencies, which means we have a universe of options we can utilize to get you where you want to be.</p>
INTO THE DEEP
<p>How much easier would it be to answer God's call if your finances were aligned with your spiritual goals? God is the ultimate planner, and my job is to help you discern and put that plan into action through structures that enable you "put out into the deep" and trust His providence.</p>

“Do not be afraid. Do not be satisfied with mediocrity. Put out into the deep and let down your nets for a catch.”

Pope St. John Paul II

What is Catholic Financial Planning?

our process

Here’s an overview of what it’s like to work with me.

<div class="sow-accordion-panel sow-accordion-panel-open" data-anchor="introduction"> <div id="accordion-content-introduction" class="sow-accordion-panel-content" role="region" aria-labelledby="accordion-label-introduction"> <div class="sow-accordion-panel-border" tabindex="0"> <p>First, I get to know you! I learn about your goals, your discernment of God's direction for your life (and how that matches up with your current financial situation), and then we talk about whether or not I'd be a good fit for your needs.</p> </div> </div> </div> <div class="sow-accordion-panel" data-anchor="get-organized"> <div class="sow-accordion-panel-header-container" role="heading" aria-level="2"> <div id="accordion-label-get-organized" class="sow-accordion-panel-header" tabindex="0" role="button" aria-controls="accordion-content-get-organized" aria-expanded="false"></div> </div> </div>