Question 1

Will Catholic-aligned investing limit my returns?

Accepted Answer

Catholic-aligned investing does not require sacrificing diversification, market exposure, or risk profile. It is a mature, multi-billion-dollar investment universe used by dioceses, religious orders, and Catholic families for decades. For nearly every position in your portfolio, a Catholic-aligned alternative exists in the same asset class with the same risk profile: same exposure, different holdings. The Socially Responsible Investment Guidelines we apply to your audit are the same guidelines the U.S. Conference of Catholic Bishops uses for its own institutional investments. Catholic-aligned investments do not guarantee specific returns; past performance is not indicative of future results.

Question 2

Is the Catholic Stewardship Investment Audit really free?

Accepted Answer

Yes. Completely free, no obligation, no credit card. The audit is educational. If you later request an introduction to a GBG-certified Trusted Catholic Advisor, we will provide full written disclosure of how Guided by Grace is compensated. You are free to decline at any point.

Question 3

Who actually performs the audit?

Accepted Answer

The audit applies the U.S. Conference of Catholic Bishops' published Socially Responsible Investment Guidelines to your holdings. The screening is generated using established Catholic SRI methodology and reviewed by a GBG-certified Trusted Catholic Advisor before delivery. Guided by Grace was co-founded by Catholic estate planning attorney Laura K. Meier, Esq. and national wealth-management leader Shannon Eusey, authors of Catholic stewardship books carrying the imprimatur of the Diocese of Orange.

Question 4

Is the audit only for Catholic families?

Accepted Answer

The audit applies the U.S. Conference of Catholic Bishops' Socially Responsible Investment Guidelines, which reflect Catholic moral teaching. Many of those guidelines, particularly screens for abortion, pornography, embryonic stem cell research, and human trafficking, overlap with Protestant, Evangelical, and broader Christian faith-based investing standards. Families from across the Christian tradition who want to know what is inside their portfolio are welcome to receive the audit. The framework is Catholic-specific, but the categories of concern are widely shared.

Question 5

How is Catholic investing different from ESG investing?

Accepted Answer

ESG investing is a consensus-driven framework focused on environmental, social, and governance metrics that can shift with market trends and rating-agency methodology. Catholic investing applies a specific, permanent moral framework rooted in Catholic teaching and the U.S. Conference of Catholic Bishops' Socially Responsible Investment Guidelines. The two overlap on issues like labor practices and environmental stewardship, but they diverge significantly on others; many ESG-rated funds hold companies engaged in activities Catholic teaching specifically opposes, including abortifacient pharmaceuticals and embryonic stem cell research. Catholic-aligned investing is not a stricter version of ESG; it is a distinct framework rooted in Catholic moral teaching rather than secular consensus metrics.

Question 6

What if the audit shows I have been funding things I believe are wrong?

Accepted Answer

Almost every family who has done this audit has found something that surprised them. Some find a few flagged positions. Some find more than they expected. The discovery is not a verdict on your character; it is information you did not have before. The audit gives you the picture so you can decide, prayerfully and at your own pace, what to do next. There is no judgment from us, and there is no obligation to act. The Lord does not call us to perfection on day one. He calls us to start.

Question 7

Will the audit show me the specific companies I own?

Accepted Answer

Yes. The audit identifies the holdings that appear to conflict with the USCCB Socially Responsible Investment Guidelines and shows you where they appear in your portfolio. You will receive a plain-English explanation of what was flagged and why.

Question 8

Will you try to sell me something or manage my money?

Accepted Answer

No. The audit itself is educational and there is no obligation to do anything with it. Guided by Grace is not an investment adviser. If you later request an introduction to a GBG-certified Trusted Catholic Advisor, we will provide full written disclosure before any engagement begins, including how Guided by Grace is compensated. You are free to decline at any point.

Question 9

Is my information private?

Accepted Answer

Your information stays inside Guided by Grace's secure system. We never share it with advertisers or unaffiliated third parties. We never use it for AI training. If you later request deletion, we delete every file. When we add live brokerage account linking in the future, it will be read-only. We never have the ability to move or trade your money.

Question 10

Is the audit only for high-net-worth families?

Accepted Answer

No. The audit applies whether your portfolio is fifty thousand dollars or fifty million. Catholic stewardship is not about a dollar threshold. It is about whether the resources entrusted to your family are being cared for in a way that reflects your faith.

Question 11

How long does the audit take?

Accepted Answer

Most audits are delivered within a few business days after we receive your holdings, plus an optional, no-obligation review call.

Question 12

What happens after I get my audit?

Accepted Answer

You receive your written report by email. You can keep it, share it with your current advisor, or, if you want a second set of eyes on your portfolio, request a free introduction to a GBG-certified Trusted Catholic Advisor. The review call is optional and there is no obligation to engage anyone. You will receive full written disclosure of how Guided by Grace is compensated before any engagement begins.

Are your investments aligned with your Catholic faith?

Your Catholic Stewardship Investment Audit

The most popular investment in America isn’t Catholic.

Roughly 50 companies

More than 1 in 10 dollars

Recognized across Catholic institutions.

Your audit, in plain English.

Your portfolio at a glance

The positions that conflict, and Catholic-aligned alternatives

Recommended next steps

Out of darkness. Into the light.

Darkness.

Light.

Three quick steps.

Begin your audit

Your holdings are screened

You receive your audit

Meet your Catholic co-founders.

Laura K. Meier, Esq.

Shannon Eusey

What Catholic families ask us first.

See what’s actually inside your portfolio.