# Guided by Grace

> A Catholic stewardship initiative that educates families and introduces them to vetted Catholic-aligned financial advisors and estate planning attorneys. Guided by Grace is not an investment adviser or a law firm; it is an educational matching/referral service (a promoter under the SEC Marketing Rule).

Guided by Grace helps Catholic families plan their life and legacy in line with their faith. Topics covered include values-aligned investing screened against the USCCB Socially Responsible Investment Guidelines, Catholic estate planning, and the Catholic Advance Health Care Directive. The flagship offering, Trusted Catholic Advisors, is a free service that matches families to vetted Catholic financial advisors and estate planning attorneys, each certified against a published standard and re-vetted annually.

Founded by Laura K. Meier, Esq. (Catholic estate planning attorney; author of *Guided by Grace*, the only Catholic estate planning book carrying the imprimatur of the Catholic Church) and Shannon Eusey (co-founder and Board Chair of Beacon Pointe; co-author of *Your Dollars, Our Sense*).

## Core pages

- [Guided by Grace — home](https://guidedbygrace.com/): What Guided by Grace is, who it serves, and how to begin.
- [Trusted Catholic Advisors](https://guidedbygrace.com/trusted-catholic-advisors): The free service matching Catholic families to vetted Catholic financial advisors and estate planning attorneys whose advice reflects Catholic teaching.
- [Our story](https://guidedbygrace.com/our-story): The mission and the founders, Laura K. Meier, Esq. and Shannon Eusey.
- [Family Stewardship Assessment](https://guidedbygrace.com/assessment): A short guided questionnaire that points a family to the right resources and next step.

## Tools and resources

- [Catholic Advance Health Care Directive](https://guidedbygrace.com/catholic-advance-health-care-directive): A free, Diocese-approved California medical directive recording end-of-life wishes in line with Catholic moral teaching.
- [Catholic Stewardship Investment Audit](https://guidedbygrace.com/catholic-stewardship-investment-audit): A free review of whether a portfolio aligns with Catholic values and the USCCB SRI Guidelines.
- [Resources](https://guidedbygrace.com/resources): Books, videos, and free planning tools for Catholic families.
- [Workshops](https://guidedbygrace.com/workshops): Free Guided by Grace Catholic estate planning workshops, in person and online.

## Insights

- [Insights](https://guidedbygrace.com/insights): Articles on Catholic stewardship, planning, and faith-rooted financial wisdom.

## For institutions

- [Partnerships](https://guidedbygrace.com/partnerships): Bringing the Guided by Grace stewardship program to dioceses, parishes, and Catholic organizations.