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Financial Performance Services

Work with purpose | Give Generously | Budget Efficiently | Build Margin | Optimize your Portfolio | Transform your Future Estate

FULL & FAIR DISCLOSURES
(PLEASE READ)

GD | PERFORM Financial, LLC is a Registered Investment Adviser (“RIA”) in [Your State]. Information on this site is for educational purposes only and does not constitute investment advice. Please review our Form ADV Part 2 and Privacy Policy. All investing involves risk, including loss of principal.

Stewardship & Legacy

A good person leaves an inheritance for their children’s children,
   but a sinner’s wealth is stored up for the righteous.

-- Proverbs 13:22

At GD | PERFORM Financial, we equip you to steward God-given resources with wisdom, integrity, and vision—building portfolios that bless your family, community, and kingdom causes for generations.

2025 H2 Offerings & Pricing

Alternative Investment Pool Subscriptions

Access diversified private markets (real estate, private credit, crypto, venture) in a pooled structure.

$50,000 minimum
1%-2% AUM Management Fee
20% carry

Offerings & Pricing

Alternative Investment
Pools

Access diversified private markets (real estate, private credit, crypto, venture) in a pooled structure.

$50,000 minimum
1%-2% AUM Management Fee
20% carry

Legacy, Financial, & Kingdom Impact Planning For Athletes

Custom estate, trust & philanthropy blueprint to steward wealth for family and Kingdom causes.

$2 500 – $10 000 flat fee

 

All-Weather Portfolio Management & Trading

Global, dynamically balanced portfolios across stocks, bonds, commodities & FX to thrive in any market cycle

0.75 % – 1.25 % AUM fee

 

Managed Futures Accounts

Trend-following commodity & currency strategies designed to hedge equity drawdowns and capture alternative alpha....

0.5 % – 1 % AUM fee + 15 % performance

Performance Assessments

Quarterly “financial health check”—risk-stress tests, portfolio diagnostics, & a personalized Growth Roadmap report....

$150 per assessment or $500/yr subscription

Outsourced CIO

Enterprise-grade CIO services (investment policy, manager selection, governance) for foundations, endowments & family offices.

$10 K – $50 K retainer + standard AUM fees

Side-by-Side Fund
Management

Description 1-2 lines....
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Price Range

Biblical Financial Wellness Coaching

One-on-one & group coaching on budgeting, debt freedom, giving strategy & Kingdom stewardship.

Price Range

Kingdom Entrepreneurship Incubator/Accelerator

12-week program: business training, mentorship, capital access & integration of faith into entrepreneurial calling.

$1 000 – $5 000 program fee + equity option

Financial Performance Team

Coach Palms
(Grant DePalma)

Head Financial Performance Coach

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Passed Series 3, 31, and 65 Exams
B.S. Construction Engineering
Certified Professional in Financial Technology
7 years of Alternative Investment Pool Management Experience

"Finance isn't about getting rich or just a puzzle to solve in the markets to me. It's how God has disciplined me in spirit and in craft and how He has revealed His character to me. Now, the professional field of finance is a vital component and mission field to fulfill my destiny as a man and leave a legacy of greatness that points to Christ. I get to take in all the learnings and mistakes in my career, crystalize that knowledge into wisdom, and leverage it to impact and influence positive change in  the next generation of investors to pursue financial excellence as a living worship to the Most High and a source of fun & connection in life.

 

My perpetual goal is to systemize my biblical, scientific, and experiential learnings in a way that glorifies God and serves the greatest good of the investors under my care as a Financial Performance Coach. 

Advising Philosophies and Principles

 

 

Wealth is not our aim—worship is. Financial performance means stewarding resources with wisdom, diligence, and generosity, so that our lives multiply impact and reflect Kingdom values.

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  • Stewardship > Ownership (Psalm 24:1)

  • Purposeful Wealth, Not Passive Greed (Proverbs 21:5)

  • Give First, Save Wisely, Spend Strategically (Matthew 6:33)

  • Build for Legacy & Eternal Impact (Proverbs 13:22)

  • Freedom from Debt. Freedom to Give. (Romans 13:8)

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Frequently Asked Questions

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© 2025, IamGDP, LLC

TRAINING HOURS OF OPERATION

 Mon-Thurs: 5:00PM-8:00PM

 Sat:  6:00AM to 1:00PM 

 Fri & Sun: Closed

Hours may vary on Holidays. All group training classes are held at Wheaton Academy in West Chicago, IL.

CONTACT US

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