Three Dimensions of Values-Based Investing: Avoid, Embrace, Engage
Your values shape how you live your life: how you raise your kids, what kind of car you drive, what kind of career you choose, and your financial goals.
Did you know that your values can also shape your investment portfolio?
One of the reasons I started my own practice was so I could have the option of helping people of faith align their money and their values.
This presentation from Eventide Asset Management helps draw the connections between our investment choices, our values, and the world around us. I can’t wait to hear what connections it makes for you personally!
- October 30th | 11 AM (Pacific)
- Virtual Location: You'll receive a confirmation email
Here's What else is coming up soon:
What To Do With Your Old 401(k)?
Whether you have one old 401(k) or five, you need to know your options and choose the best one for you.
About Your Host
Caleb Stapp
In addition to serving you, Caleb knows that the biggest difference he will make in this world is by raising responsible citizens who give back because of their faith. Caleb and his wife, Elisa, met in college and now homeschool their children: Micah, Amelia, Joel, Anna and Patrick.
Between 2010 and 2019, Caleb served as a pastor on staff at a local church. He and his family are still highly involved in a local church and have the pleasure of serving and giving more than ever before. Caleb & Elisa serve together musically and then all the kids join them to greet guests together as a family.
Caleb began investing for his future soon after college and in 2019 his own financial advisor suggested that he explore serving the community in a new way. Caleb was excited to leap into a new opportunity to make a difference in his community after seeing the difference his own financial advisor had made in his family’s life. At first Caleb joined a BIG firm with incredible training and support and after gaining the experience he needed to develop his own practice he launched Deep Creek Financial Planning to build a more personalized experience for his clients.
Caleb also serve as Board Secretary with the Chewelah Chamber of Commerce and helps welcome new neighbors to our beautiful community.
Frequently Asked Questions
No, we offer these complimentary educational events to help our community, to add value to our client’s lives, and to earn your trust.
We’ll send you a confirmation email with a Zoom link to click on. If you don’t use Zoom regularly then we encourage you to click on that link when you get the email (it won’t hurt anything!) so that Zoom gets set up on your computer well ahead of time.
Then just login to the educational event 5-10 minutes early and you’ll be set.
Yes. We’ve designed these presentations to be helpful to anyone 55-years-old (or wiser!) who is a diligent saver.
In fact, its likely you know someone who recently changed jobs and needs to attend one of our “What to do with your old 401(k)” events.
Or perhaps you have a friend or family member retiring soon who needs to learn more about “Planning for lifetime income in retirement”.
Simply share this website with them (or our phone number: 509.241.8306) and know that you’ve helped someone get connected to information designed to change lives.
Absolutely. We welcome everyone who wants to learn to be better with their finances.
Also, you’ll probably want to go ahead and schedule a Discovery Call (further down the page!) so you can ask YOUR questions and begin to get personalized help.
We’re here for you.
Not if you’re 55-years-old and care about your financial future.
Teenagers probably wouldn’t get much out of it, but Caleb’s extensive speaking skills are shown off here and you’ll enjoy learning like never before.
Plus, he cheats – he keeps these to 20 minutes or less so you get the info you need without spending more time than necessary.
We’ve got two options for you – and you’ll probably want to do both.
First, scroll down the page and schedule a Discovery Call so we can chat at a time that works for YOU.
Second, join our newsletter so we can let you know when the next events are scheduled.