In our consumerist society, it is easy to fall into financial woes and become enslaved by monetary troubles. In these liberating pages, Chris McMahon provides a user-friendly guide to help you break free from financial worries and plan prudently for your family's future.
This handy manual will guide you in developing a family mission statement, core values, short- and long-term goals, aspirations, and guiding principles, providing examples of each. McMahon underscores the importance of building financial security, from obtaining personal and professional insurances, to will creation and estate planning, to navigating living wills and health-care proxies, to charitable contributions and philanthropy.
In these highly rewarding pages, you will also find:
How to take inventory of your financial life and make SMART goals
The six-step process to help you retake control of your financial life
Tips on how to invest in light of your goals, risk tolerance, and financial situation
Eight ways to attain 360-degree alignment between your faith and finances
Benefits of hiring a faith-aligned financial advisor vs. self-managing your investments
Nine reasons you should invest according to your beliefs
McMahon further lays out the essence of faithful Catholicism through a financial lens, describing how it differs from "woke corporate activism" and "woke capitalism." He explains why we are, in fact, not doomed, despite the ESG (Environmental, Social, Governance) and DEI (Diversity, Equity, and Inclusion) policies that attack the faithful.
You will learn how to pursue the financial activities that resonate with your faith, support ethical businesses and fair trade, and invest in those entities that promote human dignity over profit. McMahon provides extensive online resources and ready-to-use tools and templates to help you with all your financial planning.
As you grow in understanding your faith values and take practical steps to align them with your stewardship, you will enjoy greater peace of mind and financial freedom.
Contributor Bio:McMahon, Christopher
Chris McMahon is the president and CEO of Aquinas Wealth Advisors. For more than thirty years, Chris has advised his clients in the areas of comprehensive financial planning, asset allocation, retirement planning and estate tax management techniques. He is a consultant and advisor to industry professionals on practice management, client care, and comprehensive financial planning. Chris holds a BA in economics and has earned the ChFC (Chartered Financial Consultant) and the AWMA (Accredited Wealth Management Advisor) designations. He has served as president of the Duquesne University Alumni Board and president of St. Bernard's Roman Catholic Church Parish Council. Currently, Chris is a member of both the Duquesne University Board of Trustees and Investment Committee. He is a committee member of the Little Sisters of the Poor, a board member of Mary's Place Pittsburgh, and a board member of Legatus International.
