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It's time to put out into the deep.
God has a plan for your finances - let me help you discover it.
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
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.
PEOPLE OVER PRODUCTS
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.
INTO THE DEEP
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.
“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.
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.
After we've determined we're a good fit, we get to work gathering financial documents.
Based on those documents and our goals conversation, I get to work planning your financial roadmap - the structures and tools needed to implement God's plan for your life. This will give us a course of action to follow to get from where you are now to where you want to be financially.
After creating your roadmap, we'll meet to make sure you are on board with the plan and offer you an opportunity to ask any questions. It's your opportunity to see what God's financial plan for your life looks like actualized and the steps necessary to get there.
This is where the good stuff happens! We get to work on the plan as outlined, whether that be consolidating accounts, transferring assets, or opening new accounts - all with your morals in mind, of course.
We all know God's plan for our lives can change suddenly. We'll meet regularly throughout the year to be sure we're still on track and make any adjustments as needed.
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Let Down Your Net
What could God make possible in your life if you trusted Him with everything - including your finances?
Just like the apostles, you're not expected to do this alone - come alongside a trusted Catholic partner to help you put a plan into place to let down your net and allow God to work in your finances and your life.