39 Min.

Praying with Your Planner | Lance Peters Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners

    • Geldanlage

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:...

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:...

39 Min.