Shields Cattau Financial Group

09/03/2026

This spring, members of our team joined volunteers and community members for Love Costa Mesa, an annual day of service centered around giving back to the community.

From planting California native landscaping to working on neighborhood beautification projects, we enjoyed spending the day alongside others who share a commitment to service. We're grateful for opportunities to connect with our community and lend a helping hand.

09/01/2026

At Shields Cattau Financial Group, we believe financial planning is about more than numbers. It's about understanding what matters most to you and creating a path toward the future you envision. We are honored to help families pursue their goals, celebrate milestones, build legacies, and give generously to the people and causes they care about. Thank you for allowing us to be part of your journey.

If you know someone who could benefit from thoughtful financial guidance and a team that truly takes the time to listen, we'd be honored to connect with them.

08/29/2026

Serving others is at the heart of who we are.

Earlier this year, Stephanie traveled to Honduras with World Gospel Outreach to support local families through hands-on community outreach efforts. From improving access to clean water to serving children and families in need, the experience was a powerful reminder of the impact that compassion, service, and human connection can have.

We're grateful for opportunities to support communities both locally and around the world.

08/27/2026

Our August newsletter is here!

From team spotlights and community involvement to upcoming events and practical resources, we're excited to share what's new at Shields Cattau Financial Group. Take a look inside and see what we've been up to.

We hope you enjoy learning more about the people and purpose behind our work.

Read the full newsletter here:
https://bit.ly/4y5mTFC

05/14/2026

“In all things I have shown you that by working hard in this way we must help the weak and remember the words of the Lord Jesus, how he himself said, ‘It is more blessed to give than to receive.'” - Acts 20:35

05/13/2026

Ready to get your hands dirty for a great cause? Join The Shields Cattau Financial Group and Love Costa Mesa as we serve the Shalimar neighborhood! Volunteer to build raised garden beds for local residents or help transform outdoor spaces through planting, weeding, mulching, and maintaining gardens and lawns. Your time and effort will have a real, visible impact—and it’s a lot of fun, too.

Register at the links below for any of our Shalimar neighborhood locations:
1.) https://bit.ly/4dmo0YV
2.) https://bit.ly/42yB9cj
3.) https://bit.ly/4nxse4M
4.) https://bit.ly/4d4UXdu

No products will be sold. For more information visit Thrivent.com/social. Love Costa Mesa is not affiliated or endorsed by Thrivent.

05/11/2026

Ready to get your hands dirty for a great cause? Join The Shields Cattau Financial Group and Love Costa Mesa as we serve the Shalimar neighborhood! Volunteer to build raised garden beds for local residents or help transform outdoor spaces through planting, weeding, mulching, and maintaining gardens and lawns. Your time and effort will have a real, visible impact—and it’s a lot of fun, too.

Register at the links below for any of our Shalimar neighborhood locations:
1.) https://bit.ly/4npUfek
2.) https://bit.ly/42xngLx
3.) https://bit.ly/4d0VuNy
4.) https://bit.ly/3OTZExC

04/16/2026

You don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️

When you've been busy with a growing family and financial goals like buying a house or paying down debt, it's understandable that you might have put off investing or felt that it's not really for you. But you and your family deserve the benefits of investing, too.

04/15/2026

I am honored to announce I have received the 2025 Voices in Philanthropy recognition from Thrivent
Charitable. Thank you to my clients for using their generosity to make the change that matters most.
Join me in celebrating my fellow financial advisors who were honored, and read the full news article
announcing this year’s honorees: thriventcharitable.com/2025-VIPs.
For important disclosures see thriventcharitable.com/social

Thrivent Charitable is proud to announce its newest Voices in Philanthropy (VIP) – Hall of Honor inductees and the 2025 VIP awardees.

04/11/2026

As a Thrivent financial advisor, you'll get the support, flexibility and tools you need to chart what's next. Whether you grow your own practice, join a team or serve clients as a virtual financial advisor, you can take the lead on the next chapter of your career.

➡️ Explore all paths: thriventcareers.com/4tboffB