Let’s see if we’re the right fit for you.
We work with a select number of families, business owners, and ministries who want their finances to reflect their faith. Your first meeting is a straightforward conversation. No pressure, no obligation. Just clarity on whether we can genuinely serve you well.
We’ll connect you with the advisor serving your region.
Prefer email? We read and personally respond to every message.
Based in Texas & California · Serving Clients Nationwide
Here’s exactly what to expect when you reach out.
Schedule a Call
Click the button, pick a time that works for you, and you're done. No forms to fill out, no commitment required. We'll send a confirmation and a brief note on what to expect before we talk.
We Have a Conversation
A relaxed 30-minute call: no pitch, no pressure. We listen to where you are, what matters to you, and what you're hoping to build. You ask your questions. We answer honestly, including if we're not the right fit.
You Get Clarity
You leave the call knowing exactly what working together would look like, what it would cost, and what the next step is. No obligation, no follow-up pressure. Just a clear picture so you can make a confident decision.
“I submitted an online inquiry and received an email reply from Matthew Daugavietis the next day. … I was impressed by what I read, and email exchanges led to an initial meeting just a few days after this.”
Ready to take the first step? It starts with one conversation.
We’ll connect you with the advisor serving your region.
Prefer not to use the scheduler? Email Us
Prefer to reach us directly?
Reach us anytime at info@starsandsandfinancial.com
We serve individuals, families, small business owners, churches, and ministries across Texas, California, and nationwide.
Not ready to schedule yet? Browse our FAQ for answers to common questions first.
Our team includes CFP® and CKA® credentialed professionals. Investment advisory services offered through Inspire Advisors LLC, a Registered Investment Adviser with the SEC. The information on this site is not intended as tax or legal advice. Please consult legal or tax professionals regarding your individual situation. California Privacy Act Resource Center: caprivacy.org. Inspire Advisors Form CRS: inspireadvisors.com/download/crs.