When Your Money Doesn't Match Your Values
Jim and Lori spent decades farming, raising kids who honor God, and showing up for their neighbors, the kind of people who built their lives around their faith without a second thought.
Then one day they sat down and actually looked at what they owned. Buried in their portfolio were companies profiting from addiction and products they’d never personally sell or endorse. They hadn’t chosen this on purpose. They just never had a reason to look closely, and didn’t know there was another option.
That’s where Biblically Responsible Investing (BRI) came into the conversation.
What BRI Actually Means
BRI is a way of choosing investments that align with your values of faith, family, and freedom. It’s about owning companies that love your neighbor, while screening out the addictive or morally compromised products that hurt your neighbor.
For Jim and Lori, this wasn’t about a niche product or a marketing label. It was a framework for asking a simple question before investing another dollar: does this align with what we believe?
Where This Fits Into Your Bigger Picture
As your financial quarterback, my job isn’t just picking investments. It’s coordinating your whole financial picture, retirement income, giving, legacy, and yes, what your portfolio actually owns, so all of it points the same direction. For Jim and Lori, values alignment wasn’t a separate conversation from retirement planning. It was part of the same one.
Common Questions Pre-Retirees Ask
Jim wanted to understand how the screening process actually worked. Lori had questions about what “faith-based” really meant in practice, since not every fund with that label screens the same way. Those are exactly the kinds of questions worth asking before you’re deep into retirement, when changes feel harder to make.
Curious Where You Land?
Take the short quiz below to see what kind of values-based investor you are, and get a clearer sense of what questions to ask next.
Deep Creek Financial Planning is a firm where you can learn to navigate your future with a professional guide. We will be with you as you learn new skills or level up in your ability to float the river of life.
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