Where she Started
Amina is VP of Finance at a private equity firm, making high-level financial decisions all day. The last thing she wanted to do when she got home was manage her family’s investments, retirement accounts, and long-term planning.
She reached out to a few big firms. They didn’t listen. She had to chase them down for answers. And when she explained her faith-based investment requirements, she got blank stares.
Meeting Chris
Amina had worked with Chris almost 20 years earlier, then lost touch when he moved. During COVID, she saw he was back in town on LinkedIn. She reached out. They picked up right where they left off.
Working Together
Amina was upfront about her faith-based requirements.
Chris didn’t make her explain it twice. He did his research, came back with multiple options that aligned with their values. No judgment. No confusion. No making her feel stupid for having requirements other advisors couldn’t handle.
He told her: make me your first phone call for any financial decision. She’s taken him up on it, calling often to bounce ideas off him. She feels she can have more open conversations than she can with anyone else.
