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:
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.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.
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:
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.
Are you looking to hire an advisor? Browse our members.
Are you a Financial Advisor who is serious about the Catholic Faith? Join our network.