Who We Are :: Our Philosophy

We work with you through the four phases of your financial life!

We take into account the “big picture” of your financial strengths, weaknesses, objectives, opportunities…

The Four Phases

When you partner with Folse Financial, you will experience a different kind of financial services. We work with our individual clients through the four phases of financial life. You’ll get advice and guidance when you are accumulating wealth. We’ll recommend appropriate strategies and investments to help you manage your wealth. When you are ready to rely on your accumulated wealth for income, we’ll assist with implementing distribution strategies. And, when it’s time to begin transitioning your wealth to heirs and charities, we will be there with you and your estate planning team.

Our Practice has always centered on what is in the best interest of the client, and that goes for your time as well. After all, who wants to call a secretary, schedule a meeting 3 to 4 weeks or more out, and then take time out of life to drive to an office with troubled parking and difficult access? If you have a place of business, we’ll come to you. Want to meet in your home after work? We make the drive and find a place to park. Working with a Financial Professional should be all about YOU! We strive to make it that way by utilizing the latest mobile technology and resources our Broker/Dealer Partner, National Planning Corp provides.

Who We Are

Do you desire to align your investments with your deepest beliefs?

As Catholic Way Investment Advisors, we believe proper stewardship of your finances means investing a portion so it has the potential to grow while allowing dioceses, parishes, and individuals to do even greater good.

But with many companies engaged in activities that do not serve Catholic values, how do you ensure that your investments are closely aligned with the vision of the Church as well as with the principles of Socially Responsible Investing (SRI)? Even the most informed investors may lack the time, diligence and methods to vet out these firms thoroughly.

We can help you connect your beliefs and values with your long-term goals by providing socially responsible investment options. You should not compromise your social and moral beliefs to strive to grow your wealth. We gather information and investment resources that can help you stick to your beliefs even while sticking to your financial strategies.

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