Fidelis Strategic Moral Wealth Planning process considers an individual’s finances from a holistic lens, as a resource, a means to an end and tool for good.

We assist/accompany clients towards good stewardship by:

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• Navigating clients towards true peace and freedom through ongoing advice and education which encourages virtuous financial habits and decisions

 

• Building plans around traditional values, not attainment of worldly allurements

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• Creating and maintaining lasting relationships that endure through the different stages of life

 

• Upholding professional standards via the CFP® process – 

accounting for each unique element of one’s financial picture