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Rachel's Blog

Pursuing a life that’s rich with meaning and purpose

Generosity, Money, And Marriage

Generosity, Money, And Marriage

If you have been married for more than one day, you already know that when you say “I do,” you don’t instantly have all the same values and priorities. Many couples spend decades of frustration around the topic of money, even though husbands and wives desire unity and agreement. As a financial planner, I have walked hundreds […]

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Managing God’s Money

Managing God’s Money

I see many parallels between the ancient, Biblical role of the steward and that of modern-day Financial Advisor, likely because of my own personal experience serving as a Financial Advisor. These roles require that decisions (or recommendations) be made based, not on self-interest of the one hired to manage the wealth, but on the interests […]

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The connection between investing and our values

The connection between investing and our values

The first time my family moved to Kenya and I experienced interacting with street kids in Nairobi, I was 10-years-old. It was a year of intense learning for me. I learned what it meant to be a minority and to be treated very differently because of my white skin. I also learned that I was wealthy, […]

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Taking Back Your Voice

Taking Back Your Voice

Most investors have no idea what they own or why…and are too busy to do the research. We get that you’re busy and we’re here to help! But first you need to understand how this disconnect leads to some potentially devastating outcomes that you simply can’t afford to ignore. You see, every dollar invested is […]

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Investors Care about More Than Money

Investors Care about More Than Money

The recently-released 2018 Report on US Sustainable, Responsible and Impact Investing Trends, published by US SIF Foundation shows an incredible amount of momentum. More and more investors are aligning their resources with their values. According to the report, “Sustainable, responsible and impact investing (SRI) in the United States continues to expand at a healthy pace. […]

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Does God care how we invest?

Does God care how we invest?

Honoring God with our investments What if you could invest your nest egg in a way that honors God and blesses people…without sacrificing investment performance? Great news…now you can. There is an exciting movement happening in the investment world today called Faith-Based Investing (or Biblically Responsible Investing), where: An increasing number of money managers and DIY investors are […]

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