Free tools
Take a real step today.
Two tools your family can use right now, at no cost, each a quiet move toward a plan that's held together.
Free, Diocese-approved
Catholic Advance Health Care Directive
A California-specific medical directive with HIPAA built in, recording your wishes in line with Catholic moral teaching. No cost, no obligation.
Create my directiveFree portfolio audit
Catholic Stewardship Investment Audit
See whether your investments line up with your faith, and where they may quietly work against it. A clear, no-cost review.
Start my auditBooks
Two books that carry the imprimatur.
Where the Guided by Grace philosophy began, in print, and reviewed by the Diocese of Orange.
Laura K. Meier, Esq.
Guided by Grace
A Catholic journey through wills, trusts, and estate planning. It carries the Diocese of Orange imprimatur, the only Catholic estate planning book to do so.
Get the bookShannon Eusey and the Beacon Pointe team
Your Dollars, Our Sense
A Catholic guide to personal finance and wealth management, carrying the Diocese of Orange imprimatur.
Get the bookWhen you're ready
Ready to bring it all together?
When you're ready, we can introduce you to a Trusted Catholic Advisor who helps hold your legal, financial, practical, and spiritual decisions together.