Free checklist for Christian investors
Does your portfolio reflect what you believe?
Seven plain questions to help you line up your investments, your retirement income and your giving with your faith. Work through it on your own or with your spouse.
- Know what you actually own inside your funds
- Turn your convictions into clear investment criteria
- Plan retirement income and generosity together
- Leave a legacy that reflects both care and conviction
What’s inside
Each question comes with a short explanation, a few checkboxes and one question worth asking your advisor. An unanswered item is a conversation to have, not a failing grade.
What is this money meant to accomplish?
Name the purposes behind the balance: income, family, generosity and legacy.
Which convictions should guide what I own?
Get specific about the activities you want to avoid and why.
Do I know what I actually own?
A fund’s name doesn’t tell you what’s inside it. Here’s where to look.
What does “faith-based” mean in this strategy?
Screens, positive selection and engagement work differently. Know which you have.
Does the portfolio still make financial sense?
Conviction doesn’t remove risk. Check diversification, tradeoffs and total cost.
How will this support retirement and generosity?
Plan the income you need and the giving you hope for, side by side.
Will my legacy reflect both care and conviction?
Beneficiaries, estate documents and the values you hope to pass on.
Moreover it is required in stewards, that a man be found faithful.
1 Corinthians 4:2
From Paul Curtman
I started P.R. Curtman Investments to give families honest, personal advice from someone who shares their values. I’m a former Marine infantry squad leader, served eight years in the Missouri House as Chairman of Ways and Means, and I’ve worked in the financial industry since 2008. My wife and I have five children.
If you’d like a portfolio that reflects your convictions, we can screen the funds we use against faith-based criteria. It’s your choice, and we’ll be upfront about the tradeoffs.
- Fee-only, so we do better when you do better
- A fiduciary, required to act in your best interest
- Serving the Panhandle, Missouri and families nationwide by phone and video
Get your free checklist
It takes a minute to request and you can start working through it tonight.
Send me the checklistP.R. Curtman Investments is a registered investment adviser. Registration does not imply a certain level of skill or training. This page and the checklist are general education, not individualized investment, tax or legal advice. All investing involves risk, including loss of principal. Faith-based or values-based screening may cause a portfolio to perform differently, and to have different costs, than a portfolio without screens. We do not prepare taxes or give tax advice; please consult your tax professional and attorney. Images via Unsplash.
