Finance is never just math. It touches vocation, marriage, children, and the people we’re called to serve. Our faith-based planning helps Catholics and other Christians steward their resources with prudence and peace of conscience - so decisions honor God and strengthen the family.
Conscience-aligned choices.
Investment and insurance recommendations that avoid areas contrary to your convictions and favor what builds the good.
Ordered priorities.
A framework that puts worship, marriage, family needs, work, and charity in their proper place.
Stewardship, not scarcity.
Plans that reflect trust in God’s providence and responsible care for what you’ve been given.
Generosity with intention.
Tithing, almsgiving, and charitable strategies that are tax-wise and mission-driven.
How we work together:
Clarify Priorities
Needs vs. wants, near-term vs. long-term, and a rule of life for money.
Plan & Protect
Cash-flow, risk management, retirement, college, and giving pathways.
Listen & Discern
Your story, goals, and faith commitments.
Invest with Conscience
Options that align with Christian moral teaching and your specific screens.
Review & Adjust
Regular check-ins as seasons and callings change.
rmckay@trinityfinancialadvisors.org
859-838-4123
