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Guided by Grace
Three generations of a Catholic family leaving Sunday Mass at their parish.

A Catholic family stewardship initiative

Plan your family’s future, rooted in your faith.

Bring your legal, financial, practical, and spiritual decisions together, guided by the faith you live by and hope to pass on.

The four parts of a faithful plan

Legal, financial, practical, and spiritual, held together.

Most Catholic families plan in pieces: a will here, a portfolio there, a health care directive in a folder, a donation when the opportunity arises. Each decision is made with good intentions, but too often the pieces remain disconnected and are treated as secular tasks.

Guided by Grace brings legal, financial, practical, and spiritual planning together into one coordinated plan, so your faith shapes how your family lives, gives, and grows, today and for generations to come.

Legal

Your estate plan protects your family, and honors your wishes.

Your will, trust, and health care directive reflect your faith and your values, not just your assets, and the people you trust can step in when it matters.

Financial

Your finances support your family and your faith.

A financial plan that provides for the people you love and reflects what you believe, with investments aligned to Catholic teaching, without sacrificing diversification or your family's goals.

Practical

When the hard day comes, your family knows exactly what to do.

More than documents in a drawer, this is a plan your family can actually use, so when illness, loss, or a hard decision arrives, they are not left guessing about what to do, who to call, or the wishes to follow.

Spiritual

Faith guides every decision, no matter how big or small.

From how you prioritize your spending to navigating the loss of a loved one, your family sees your faith lived out, and that becomes the faith they carry forward.

The Catholic Difference

Faith is not an add-on to your plan.It is the framework.

Where to begin

Find the right guidance for your family.

Everyone's starting point looks a little different. Choose the path that makes the most sense for your family today.

Why families trust us

Created by nationally recognized Catholic leaders in law, wealth, and family stewardship.

Laura and Shannon were already leaders in their respective fields when they felt the same call: to help Catholic families bring their faith into the decisions that shape their lives. They created Guided by Grace to provide the guidance, resources, and trusted connections Catholic families need to make important decisions with greater clarity, confidence, and faith.

Laura K. Meier, Esq.

Laura K. Meier, Esq.

Founder of Meier Law Firm, author of Guided by Grace (which carries the imprimatur of Bishop Kevin W. Vann), and recipient of the 2026 Bishop's Award for Exemplary Business Integrity.

Shannon Eusey

Shannon Eusey

Co-founder of Beacon Pointe, one of the largest independent registered investment advisory firms in the country, with more than $62 billion in assets under management, and co-author of Your Dollars, Our Sense, which carries the imprimatur of Bishop Kevin W. Vann.

Laura K. Meier, Esq. with Bishop Kevin W. Vann, holding the Bishop's Award for Exemplary Business Integrity, at the 2026 Conference on Business & Ethics
In a world that often prioritizes the material over the spiritual, let us remember our true purpose. Our decisions and preparations today are a testament to our faith and the love we have for our families.

Most Reverend Kevin W. Vann, Bishop of Orange

Both Guided by Grace and Your Dollars, Our Sense carry Bishop Vann’s imprimatur, the only Catholic estate planning and personal finance books to do so.

Read our story

When your family is ready

A coordinated Catholic plan starts here.

Two minutes to start. A match within one business day. No cost, no obligation.

Partnerships

Bring Catholic stewardship to your community.

We partner with dioceses, foundations, and Catholic organizations to bring faith-rooted stewardship and planning to families through books, workshops, and parish programs.