Speaking

Bring the conversation to your community.

Rachel speaks at the intersection of investing, generosity, and seeing stewardship in the right context. Her talks are grounded in twenty years of practice, not theory.

The right conversation for the right room.

Not every talk is the same. Rachel brings a different entry point depending on who's in the room — but the same conviction runs through all of them: that faith and finance are not separate conversations.

"What does faithfulness look like when the river runs deeper than you expected?"

Family Offices
Rachel works with family offices navigating wealth, legacy, and values — helping principals and next-generation members articulate a shared philosophy of stewardship before the decisions get made for them. xidkdd

"Wealth as Fuel for Purpose"

INvestor Groups & Institutional Investors
Only when we begin to see that different pools of capital support different purposes can we get clear on the best approach for each pool. Build the right context for potential investment and charitable solutions.

"What is your Capital Calling?
What will your family's wealth be known for?"

Family Offices, foundations
Rachel speaks into the heart of family offices navigating wealth, legacy, and values — helping generations articulate both individual and shared philosophies of stewardship to guide decisions.

"The Head and Heart Approach — Shepherding Client Families towards Real Success"

Financial Advisors
Rachel helps advisors develop the language, tools, and frameworks to have a genuine and transformative conversations with their clients — not as a marketing differentiator, but as a discipline that cultivates lasting value. She shares conversations and tools built in twenty years of doing it herself.

"Stewardship Culture Workshop"

Family Offices, advisors, investor groups
Rachel teaches on Definition of Success, Mission, Vision, Values, Priorities and Impact Themes in an interactive session that allows participants to dial in their WHY before they explore strategy and possible transactions.

What Rachel brings to the room.

Rachel brings a different entry point depending on who's in the room — but the same convictions runs through all of them: an invitation to align capital with calling, and to integrate Head + Heart. Also available via Zoom / virtual format.

For Advisors & Investors
message or workshop
1 hr

The 4 Garden Styles

Borrowing the story of Gran, Roger, and Willow to demonstrate a real life framework. The book isn't just a novel — it's a map. This talk uses the book's central metaphor to help audiences see where their capital is flowing, the posture with which they hold it, where it's drifted from their vision, and what it might look like to tend it more intentionally.

Advisory Teams | RIAs
Investor Events
Donor Events
Advisor Conferences
For Advisors & Investor
Message or Workshop
30-90 min

Head + Heart: A Framework for Faith-Driven Stewardship

Twenty years of integrating Christian values into financial practice, distilled into one talk. Rachel walks through the Head and Heart framework — rigorous financial planning held inside a larger question about meaning, legacy, and calling. Practical, credentialed, and deeply grounded in both scripture and market reality.

Advisory Teams | RIAs
Institutional Investors
Family Offices
For advisors & Investors
Message or Workshop
1–5 hrs

7 Areas of Clarity for Cultivation

The hardest stewardship question isn't "how much should I invest versus give?" It's "what am I responsible for?" This talk names the quiet drift that happens when we delegate our financial decisions without integrating our values — and invites audiences into a more honest, more faithful and relationally wise posture with what they've been given.

Advisor-Client Events
Donor | Investor Events
Small Group Curriculum
Workshop Format
Half-Day
3 hrs

The Inheritor's Blueprint: From Disorientation to Authorship

A facilitated half-day workshop for groups ready to move from reflection to action. Participants leave with a written Capital Philosophy Statement, a set of Garden Goals (impact priorities), and a defined next step with their advisor.

Family Offices
Donor | Investor Groups
Advisor-Client Events
Donor Development Professionals
Advisory Teams | RIAs

What event hosts and attendees are saying.

Joanna Meyer
women, work & calling
denver inst for faith & Work
"Rachel is the most impactful kind of speaker--one whose actions match her convictions."
   
George E. Heathcote
wealth advisor
"Your session was the most moving and engaging breakout I attended. Your passion, enthusiasm, energy and joy are hugely impactful. Thank you! I hope you do this session again next year so my colleagues will get to experience it."
   
Ray Chung
Redemptive leadership summit
"Rachel brings a prophetic voice, practical expertise, and a pastoral heart. Truly one of a kind. She speaks from the heart with a humble boldness that is provocative, but deeply loving."

Planning an event?

Download Rachel's speaker one-sheet for full topic descriptions, technical

Download the Speaker One-Sheet

Speaking Inquiry Form

Let's talk about your event.

Whether you're planning a conference, a donor event, a client appreciation event, or a private retreat — tell Rachel about it and she'll be in touch within 3 business days.

Speaking Inquiry

Rachel personally reviews every speaking inquiry from time to time when circumstances allow.
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The River and The Garden

Available Now.