Praying with Your Planner | Lance Peters

Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

With over 30 years of experience as a financial planner, Lance is one of the most experienced people in the Catholic Financial Planners Network. Lance is the Founder and CEO of Nautical Star Financial, whose name echoes Lance’s time in the Navy. In this episode, Lance tells Ben how he brings a Christian approach to financial planning - even praying with clients! If you’re looking for deeper insight on what it means to be a Catholic financial planner, this is the episode for you.

Key Takeaways:

• How your financial advisor’s perspective will affect your planning.
• What it means to be a steward of your resources.
• How to find an advisor with the Christian mentality you’re looking for.
• How Lance involves prayer in his financial practice.
• Why everyone should know the regulations followed by their advisor.

Mentions

🌐 Website: https://www.catholicfinancialplanners.com/members/tylerdrexeldayfinancial-com/

🌐 Website: https://www.nauticalstarfinancial.com/

👉🏼 LinkedIn: https://www.linkedin.com/in/lancepeters/

📚 The Mission of My Life by Saint John Henry Cardinal Newman: https://www.dioslc.org/documents/139.pdf?v=20210308133704

📚 The 4 Pillars of Catholic Social Teaching | Tyler Hackenberg: https://www.catholicfinancialplanners.com/the-4-pillars-of-catholic-social-teaching-tyler-hackenberg-podcast/

📚 A Mission of My Life PDF: https://drive.google.com/file/d/1NY7HdrAJuYqBtUYDwJpD_GvNMEpsEBR8/view

More of Catholic Money Mastermind:

https://www.catholicfinancialplanners.com/

Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.